Steven G. Check
CHECK CAPITAL MANAGEMENT | President
COSTA MESA, CA 92626
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CRD#: 1549561
Professional summary
Steven Glenn Check is a registered financial advisor currently at CHECK CAPITAL MANAGEMENT INC located in Costa Mesa, California.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Steven has worked at 2 firms and has passed the Series 65, Series 63, Series 2 and Series 7 exams.
Biography
Individuals prefer to pay a management fee that is directly tied to their account's performance. Check Capital Management offers such a fee arrangement. Most of our clients pay us a management fee equal to 10% of the profits of their account.
Check Capital manages individual stock and bond portfolios. We focus on buying stocks of high quality companies when they trade at attractive prices. Berkshire Hathaway has been our largest holding for many years.
Clients hire money managers for peace-of-mind and investment performance. A report displaying our verified performance is available upon request.
Question & Answer
What are your service offerings?
Trading individual securities
Financial planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Glenn Check's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 22, 1991 - Present
CHECK CAPITAL MANAGEMENT INC
Office #1: 575 Anton Blvd. #570, Costa Mesa, CA 92626RIA
CRD#: 107058
COSTA MESA, CA
Past
August 21, 1986 - January 29, 1987
INTERFIRST CAPITAL CORPORATION
BD
CRD#: 7659
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CHECK CAPITAL MANAGEMENT INC
CHECK CAPITAL MANAGEMENT INC
CRD#: 107058 / SEC#: 801-29001
RIA
Registered Investment Advisory firm - (3/6/1987 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(6/26/2004)
IAR
California(4/22/1991)
IAR
Minnesota(11/21/2013)
IAR
Nevada(3/29/2004)
IAR
Texas(3/26/2004)
IAR
Washington(3/25/2004)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 2
Date: 4/10/1992
Non-Member General Securities ExaminationGeneral Industry/Product Exam
Current Firm
CC
CHECK CAPITAL MANAGEMENT INC
CHECK CAPITAL MANAGEMENT INC
CRD#: 107058 / SEC#: 801-29001
RIA
Registered Investment Advisory firm - (3/6/1987 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
575 Anton Blvd Ste 500, Costa Mesa, CA 92626-7685
Mailing Address
Phone number
(714) 641-3579
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (27 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,311 |
| AUM (Assets Under Management) | $ 2,093,504,641 |
Red Flags
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Company Information
CHECK CAPITAL MANAGEMENT INC
PresidentCRD#: 107058Costa Mesa, CA 92626TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
