Chequers Financial Management LLC
● SEC registered since 2016CRD 175209SEC# 801-107158San Francisco, CA
Reg. AUM
$1.31B
Employees
21
Accounts
1,449
Location
San Francisco, CA
Chequers Financial Management LLC assets under management
Chequers Financial Management LLC is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2016. It reports $1.3 billion in regulatory assets under management and employs 21 people.
Chequers Financial Management LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Jeung Ow | Member | Under 5% | 2026 |
| Edward James Kearney | Member | 10-25% | 2018 |
| Megan Elise Gorman Control | Managing Member & Chief Compliance Officer | Over 75% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Chequers Financial Management LLC manage?
Chequers Financial Management LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Chequers Financial Management LLC have?
Chequers Financial Management LLC reports 21 employees.
Where is Chequers Financial Management LLC located?
Chequers Financial Management LLC is based in San Francisco, CA and has been SEC-registered since 2016.
Does Chequers Financial Management LLC disclose fund performance?
Chequers Financial Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 434 Jackson Street, Suite a, San Francisco, CA 94111 |
| Phone | 415-964-5001 |
| Fax | NONE |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.31B▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$1.31Bregulatory AUM
Discretionary $1.14BNon-discretionary $172.3M