SAN FRANCISCO, CACRD 175209Latest ADV March 30, 2026
Chequers Financial Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 30, 2026, reports $1.3B in regulatory assets under management, 21 employees, 2 offices, and 1,449 accounts.
Assets Under Management
$1.3B
Employees
21
Offices
2 offices
Total Clients
256
Primary office
SAN FRANCISCO, CA
434 JACKSON STREET, SUITE A, SAN FRANCISCO, CA, United States
Top client segmentHNWI represent 95.3% of total clients.
Top client categories% of clientsClients
1
HNWI
95.3%
244
2
Pension Plans
4.7%
12
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 30, 2026
Discretionary86.9%
$1.1B
87% of total RAUM86.9%
Non-discretionary13.1%
$172M
13% of total RAUM13.1%
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.
Total AUM$1.3B
Total Accounts1,449
10Y AUM Change+$1.2B (+753.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee12:1
10Y Employee Change+16 (+320.0%)
* 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.