Check Capital Management Inc
● SEC registered since 1987CRD 107058SEC# 801-29001Costa Mesa, CA
Reg. AUM
$2.37B
Employees
12
Accounts
2,408
Location
Costa Mesa, CA
Check Capital Management Inc assets under management
Check Capital Management Inc operates as an SEC-registered investment adviser based in Costa Mesa, CA. The firm has been registered since 1987. It reports $2.4 billion in regulatory assets under management and employs 12 people.
Check Capital Management Inc owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Blair Ballard Control | Director | 5-10% | 2026 |
| Jeremy Ian Saltzberg Control | Director | Under 5% | 2026 |
| Robert Phillip Hill Control | Director | 5-10% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Check Capital Management Inc manage?
Check Capital Management Inc reports $2.4 billion in regulatory assets under management on its Form ADV.
How many employees does Check Capital Management Inc have?
Check Capital Management Inc reports 12 employees.
Where is Check Capital Management Inc located?
Check Capital Management Inc is based in Costa Mesa, CA and has been SEC-registered since 1987.
Does Check Capital Management Inc disclose fund performance?
Check Capital Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 575 Anton Blvd, Ste 500, Costa Mesa, CA 92626-7685 |
| Phone | 714-641-3579 |
| Fax | 714-641-8128 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1032814 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.37B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$2.37Bregulatory AUM
Discretionary $2.15BNon-discretionary $223.5M