← Directory
CHECK CAPITAL MANAGEMENT INC
CRD 107058File 801-29001
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.37B
Top 25% of cohort (national)
Discretionary AUM
$2.15B
Non-discretionary $223.5M
Clients
1,223
2,408 accounts
Employees
12
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 6, 1987
- Principal office
- 575 ANTON BLVD, STE 500, COSTA MESA, CA, 92626-7685
- Phone
- 714-641-3579
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.37B
- Discretionary AUM
- $2.15B
- Non-discretionary AUM
- $223.5M
- Discretionary accounts
- 2,086
- Non-discretionary accounts
- 322
- Total accounts
- 2,408
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 30 | $98.2M |
| Investment companies | 1 | $45.8M |
| High net worth individuals | 1,192 | $2.23B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.