CRD: 143478
Checchi Capital Advisers, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Comerica Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-17-2007
- Office Locations
- 3
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.
Reported data analysis
What the numbers show
Between November 10, 2025 and March 23, 2026, reported AUM increased 12.2%, from $2.3B to $2.6B.
Across 5 reported observations, AUM increased 74.6% between March 31, 2022 and March 23, 2026, from $1.5B to $2.6B.
Of the latest reported AUM, 96.4% is discretionary and 3.6% is non-discretionary.
The firm reports 9 advisory representatives and 242 clients, or 26.9 clients per representative. That equates to $10.7M in reported AUM per client.
The profile lists 3 reported office locations and 19 years in operation. The source data was last updated on September 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Checchi Capital Advisers, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 4 owners & executives
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KIMBERLEA KAY ARCHER
MANAGING DIRECTOR
- CRD
- #1527626
Gerron O'Bryan Duhon
--
- CRD
- #7573500
Showing 2 of 11 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
SMA allocation detail is available
Checchi Capital Advisers, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Checchi Capital Advisers, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.