Check Capital Management Inc.

Check Capital Management Inc. (CRD# 107058) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $1,007,091,339 in 1,940 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,007
    MILLION
  • Total Number of Accounts
    1,940
    ACCOUNTS
  • Average Account Value
    $519,119
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, HI, IL, KS, KY, LA, MD, MI, MN, MO, NJ, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, WA

Financial Advisors at Check Capital Management Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Susan L. Niedwick
CRD#: 2916012
575 Anton Blvd, Ste 500, Costa Mesa, CA 92626
96
Wealthminder
score

Susan Niedwick (CRD# 2916012) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 19 years of experience in the finance industry. Susan Niedwick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Steven G. Check
CRD#: 1549561
575 Anton Blvd. #570, Costa Mesa, CA 92626
93
Wealthminder
score

Steven Check (CRD# 1549561) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 28 years of experience in the finance industry.

3
Robert P. Hill
CRD#: 5676409
575 Anton Blvd, Ste 500, Costa Mesa, CA 92626
93
Wealthminder
score

Robert Hill (CRD# 5676409) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 7 years of experience in the finance industry.

4
Jonathan J. Meeks
CRD#: 1259496
575 Anton Blvd. #500, Costa Mesa, CA 92626
93
Wealthminder
score

Jonathan Meeks (CRD# 1259496) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 32 years of experience in the finance industry.

5
Ryan S. Kinney
CRD#: 6343185
575 Anton Blvd, Ste 500, Costa Mesa, CA 92626
88
Wealthminder
score

Ryan Kinney (CRD# 6343185) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 2 years of experience in the finance industry.

6
Christopher B. Ballard
CRD#: 4196518
575 Anton Blvd, Ste 500, Costa Mesa, CA 92626
83
Wealthminder
score

Christopher Ballard (CRD# 4196518) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 16 years of experience in the finance industry.

7
James D. Waite
CRD#: 1160161
575 Anton Blvd, Ste 500, Costa Mesa, CA 92626
83
Wealthminder
score

James Waite (CRD# 1160161) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 25 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.