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CHEQUERS FINANCIAL MANAGEMENT LLC
CRD 175209File 801-107158
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.31B
Above cohort median (national)
Discretionary AUM
$1.14B
Non-discretionary $172.3M
Clients
256
1,449 accounts
Employees
21
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 19, 2016
- Principal office
- 434 JACKSON STREET, SUITE A, SAN FRANCISCO, CA, 94111
- Phone
- 415-964-5001
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.31B
- Discretionary AUM
- $1.14B
- Non-discretionary AUM
- $172.3M
- Discretionary accounts
- 1,275
- Non-discretionary accounts
- 174
- Total accounts
- 1,449
- AUM per client
- $5.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $6.8M |
| High net worth individuals | 244 | $1.30B |
| Pension and profit sharing plans | 12 | $11.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- 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
- 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 | 12 | 21 | increased by9 |
| Apr 1, 2026 | Clients | 246 | 256 | increased by10 |
| Apr 1, 2026 | AUM | $1,050,177,472 | $1,314,341,351 | increased by$264,163,879 |
| Apr 1, 2026 | Accounts | 1,272 | 1,449 | increased by177 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 158 | 246 | increased by88 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $590,477,947 | $1,050,177,472 | increased by$459,699,525 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 830 | 1,272 | increased by442 |
| Apr 1, 2022 | Employees | 7 | 12 | increased by5 |
| Apr 1, 2022 | Clients | 125 | 158 | increased by33 |
| Apr 1, 2022 | AUM | $481,438,258 | $590,477,947 | increased by$109,039,689 |
| Apr 1, 2022 | Accounts | 571 | 830 | increased by259 |
| 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 “CHEQUERS FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHEQUERS FINANCIAL” 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.