CRD: 143478
Checchi Capital Advisers, LLC
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- Custodian
- Charles Schwab & Company · Comerica Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2007
- Office Locations
- 2
Office Locations
About Checchi Capital Advisers, LLC
Checchi Capital Advisers is an SEC-registered RIA based in California providing personalized portfolio management and investment advisory services. The firm builds globally diversified, client-specific portfolios around each investor’s goals, life changes, and risk tolerance, leveraging sophisticated financial mathematics, data science, and a technology platform designed to reduce implementation inefficiencies.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SAMUEL THOMAS PFISTER
Director, PARTNER
- CRD
- --
- Ownership
- 10% but less than 25%
ADAM DEAN CHECCHI
Advisor, Managing Member
- CRD
- #4697959
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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KIMBERLEA KAY ARCHER
MANAGING DIRECTOR
- CRD
- #1527626
CHARLES PETER HASTINGS
MANAGING DIRECTOR
- CRD
- #4249390
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,501,059,497 | $2,437,680 |
| Non-Discretionary | $93,328,781 | $652,649 |
| Total | $2,594,388,278 | $2,219,323 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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