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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.
Team overview
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Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
STEVEN GLENN CHECK
Chief Compliance Officer, Director, 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | 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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