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CHECCHI CAPITAL ADVISERS, LLC
CRD 143478File 801-67727
APPROVED
Retail clients
Filing as of Sep 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.59B
Top 25% of cohort (national)
Discretionary AUM
$2.50B
Non-discretionary $93.3M
Clients
241
1,169 accounts
Employees
29
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 17, 2007
- Principal office
- 9720 WILSHIRE BLVD, SUITE 400, BEVERLY HILLS, CA, 90212
- Phone
- 310-432-0010
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.59B
- Discretionary AUM
- $2.50B
- Non-discretionary AUM
- $93.3M
- Discretionary accounts
- 1,026
- Non-discretionary accounts
- 143
- Total accounts
- 1,169
- AUM per client
- $10.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $49.4M |
| Insurance companies | Fewer than 5 | $609.5M |
| Charitable organizations | 7 | $117.2M |
| Other investment advisers | Fewer than 5 | $191.8M |
| High net worth individuals | 234 | $1.61B |
| Pension and profit sharing plans | Fewer than 5 | $2 |
| Individuals (other than high net worth individuals) | Fewer than 5 | $21K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 | Employees | 26 | 29 | increased by3 |
| Apr 1, 2026 | Clients | 189 | 241 | increased by52 |
| Apr 1, 2026 | AUM | $2,312,300,030 | $2,594,388,278 | increased by$282,088,248 |
| Apr 1, 2026 | Accounts | 1,198 | 1,169 | decreased by29 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 26 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 207 | 189 | decreased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,485,489,806 | $2,312,300,030 | increased by$826,810,224 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 212 | 1,198 | increased by986 |
| Apr 1, 2022 | Employees | 16 | 20 | increased by4 |
| Apr 1, 2022 | Clients | 185 | 207 | increased by22 |
| Apr 1, 2022 | AUM | $1,162,833,509 | $1,485,489,806 | increased by$322,656,297 |
| Apr 1, 2022 | Accounts | 806 | 212 | decreased by594 |
| 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 “CHECCHI CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHECCHI 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.