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CHECCHI CAPITAL ADVISERS, LLC
CRD 143478File 801-67727
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.