CHECK CAPITAL MANAGEMENT INC

COSTA MESA, California·3 registered advisors·CRD# 107058
SEC# 801-290010714-641-3579
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CHECK CAPITAL MANAGEMENT INC

3 registered advisors
Jonathan James Meeks
COSTA MESA, California
Robert Phillip Hill
COSTA MESA, California
Steven Glenn Check
COSTA MESA, California
05

Office Locations

COSTA MESA, California
3 advisors

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Data sourced from SEC Form ADV filings. CHECK CAPITAL MANAGEMENT INC (CRD# 107058) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.