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Chequers Financial Management LLC

Chequers Financial Management LLC. CRD 175209

Chequers Financial Management LLC logo

CRD: 175209

Chequers Financial Management LLC

SAN Francisco, CA, 94111
4159645001
www.chequersfinancial.com
$1.3B Total AUM
$1.1B Disc. AUM
26.9% 3Y CAGR
21 Employees
321 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Jackson National Life
Clients
Retail and Institutional
Platforms
--
Established Date
03-09-2015
Office Locations
2

Office Locations

18881 VON Karman AVE Suite 920 Irvine CA
434 Jackson Street Suite A SAN Francisco CA

About Chequers Financial Management LLC

Chequers Financial Management is a boutique, independent advisory firm serving high-net-worth individuals, families, and corporate executives. The team acts as a personal CFO, coordinating tax planning, estate and cash-flow strategy, and family-office style guidance alongside investment management spanning equity, fixed income, and alternatives. Advisors have been featured in outlets including The Wall Street Journal.

Team overview

47 AVG AGE
$101.1M AVG AUM / ADVISOR
$4.1M AVG AUM / CLIENT
5.3 yrs AVG TENURE
21 Employees
13 Advisory Reps
5 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Alpha Oak Summit eagle Crest ember Zenith horizon Signal summit Optima zenith

Custodian

Ridge Foundation crest

Investment Themes

Foundation vertex Zenith value Frontier

Investment Vehicles

Vertex

Services

Matrix Prime momentum Fusion pathway Catalyst Signal unison Meridian Foundation Insight Vertex Harbor quantum

Owner & Executives

M

MEGAN ELISE GORMAN

Chief Compliance Officer, Managing Member, Partner

CRD
#4663531
Ownership
75% or more
(669) 499-7514
vector.wave@zenithcapital.com
in linkedin.com/in/element-north
EDWARD JAMES KEARNEY

EDWARD JAMES KEARNEY

Chief Compliance Officer

CRD
#1851847
Ownership
10% but less than 25%
(532) 589-4146
insight.wave@foundationcapital.com
in linkedin.com/in/peak-peak
M

Momentum prime

Unison quantum

CRD
#59613
Ownership
12.0%
(795) 440-7989
vertex.ridge@atlascapital.com
in linkedin.com/in/catalyst-oak

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Contacts

Jakob Kekaimalu Adams

Jakob Kekaimalu Adams

--

CRD
#7704743
(213) 841-9410
momentum.crest@wavecapital.com
in linkedin.com/in/vital-beacon
P

PATRICIA ANN DELGRANDE

--

CRD
#1537169
(795) 808-7079
foundation.pathway@timbercapital.com
in linkedin.com/in/beacon-momentum
S

Summit zenith

Vital vertex

CRD
#10314
(252) 290-8763
bridge.pioneer@legacycapital.com
in linkedin.com/in/beacon-north

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-02-2022
03-22-2023
12-19-2024
03-31-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $1,142,027,100 $895,708
Non-Discretionary $172,314,251 $990,312
Total $1,314,341,351 $907,068

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Separately Managed Accounts

Total SMA Asset: $1,314,341,351

$1.3B Total SMA
Public Funds:
8.4%
Equity - Exchange:
14.5%
Municipal Bonds:
17.0%
U.S. Government/Agency:
22.3%
Cash:
27.6%
Corporate - Investment Grade:
10.2%
Asset class Assets Assets %
Public Funds $581,116,657 8.4%
Equity - Exchange $1,003,118,038 14.5%
Municipal Bonds $1,176,069,424 17.0%
U.S. Government/Agency $1,542,726,362 22.3%
Cash $1,909,383,300 27.6%
Corporate - Investment Grade $705,641,654 10.2%
Total $6,918,055,435 100.0%

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