Check Capital Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Costa Mesa, CA. Its latest Form ADV filing, dated March 27, 2026, reports $2.4B in regulatory assets under management, 12 employees, and 2,408 accounts.
Assets Under Management
$2.4B
Employees
12
Offices
--
Total Clients
1,223
Primary office
COSTA MESA, CA
575 ANTON BLVD, STE 500, COSTA MESA, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 97.5% of total clients.
Top client categories% of clientsClients
1
HNWI
97.5%
1,192
2
Corporations
2.5%
30
3
Investment Cos.
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.4Bas of March 27, 2026
Discretionary90.6%
$2.1B
91% of total RAUM90.6%
Non-discretionary9.4%
$223M
9% of total RAUM9.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.4B
Total Accounts2,408
10Y AUM Change+$1.1B (+89.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee102:1
10Y Employee Change-1 (-7.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.