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Check Capital Management Inc CRD 107058
$2.37B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
575 Anton Blvd Ste 500, Costa Mesa, CA 92626-7685 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-21 |
| MN | RA | APPROVED | 2025-07-21 |
| NV | RA | APPROVED | 2025-07-21 |
| AZ | RA | APPROVED | 2004-06-26 |
| TX | RA | APPROVED_RES | 2004-03-26 |
| WA | RA | APPROVED | 2004-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Check Capital Management Inc. | Costa Mesa | CA | 01/1987 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-19 |
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