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CHECK CAPITAL MANAGEMENT INC
CRD 107058File 801-29001
APPROVED
Retail clients
Custody
Filing as of Aug 26, 2026
Feed vintage Oct 1, 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
- Website
- https://checkcapital.com/
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,193 | 1,223 | increased by30 |
| Apr 1, 2026 | AUM | $2,093,504,641 | $2,370,626,516 | increased by$277,121,875 |
| Apr 1, 2026 | Accounts | 2,311 | 2,408 | increased by97 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 12 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,210 | 1,193 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,605,508,839 | $2,093,504,641 | increased by$487,995,802 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,097 | 2,311 | increased by214 |
| Apr 1, 2022 | Clients | 986 | 1,210 | increased by224 |
| Apr 1, 2022 | AUM | $1,255,708,810 | $1,605,508,839 | increased by$349,800,029 |
| Apr 1, 2022 | Accounts | 2,029 | 2,097 | increased by68 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CHECK CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHECK CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.