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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-06-1987
- Office Locations
- 3
Office Locations
About Check Capital Management INC
Check Capital Management (founded 1987) is a Southern California-based investment manager serving clients nationwide. The firm focuses on long-term investments in high-quality businesses when they trade at bargain prices, with programs spanning quality growth, private portfolios, and a Berkshire covered-call strategy. For select qualified clients, it offers a performance-based fee—paid only when the account gains—and publishes third-party-verified performance fact sheets.
Reported data analysis
What the numbers show
Between March 26, 2025 and August 26, 2026, reported AUM increased 13.2%, from $2.1B to $2.4B.
Across 5 reported observations, AUM increased 47.7% between April 19, 2022 and August 26, 2026, from $1.6B to $2.4B.
Of the latest reported AUM, 90.6% is discretionary and 9.4% is non-discretionary.
The firm reports 9 advisory representatives and 1,223 clients, or 135.9 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 3 reported office locations and 39 years in operation. The source data was last updated on August 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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The full Check Capital Management INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEVEN GLENN CHECK
President
- CRD
- #1549561
- Ownership
- 75% or more
CHRISTOPHER BLAIR BALLARD
DIRECTOR, Managing Director
- CRD
- #4196518
- Ownership
- 5% but less than 10%
Showing 2 of 5 owners & executives
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ALAN DREW EBRIGHT
Financial Advisor
- CRD
- #2584974
JONATHAN JAMES MEEKS
Managing Director
- CRD
- #1259496
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,147,163,348 | $1,029,321 |
| Non-Discretionary | $223,463,168 | $693,985 |
| Total | $2,370,626,516 | $984,479 |
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Separately Managed Accounts
SMA allocation detail is available
Check Capital Management INC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Check Capital Management INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.