Featured Business Financial Advisor in Costa Mesa, CA
Costa Mesa Financial Advisors
Check Capital Management
575 Anton Blvd, Suite 500
Costa Mesa, CA 92626
Phone Number
“Growth Through Strength”
Advisor Profile
Christopher Ballard
Name:  Christopher Ballard
Website:  Visit Website

About Check Capital Management

Check Capital Management is a founder-led firm based in Orange County, California. We've been in business for 32 years and are operated out of a single location with 12 employees. With $1.5 billion in assets under management we invest in publicly traded stocks, typically owning 15 to 25 companies, and/or use option contracts to leverage returns specific to Berkshire Hathaway. We offer two fee options for clients to choose from, (1) industry-standard asset-based fee (2) a performance-based management fee where we charge less when performance isn't good and more when times are good.
 

General Information

I work with the following types of clients:    Family Offices, Non-Profit Organizations, Businesses, Individual Investors
CRD#:    4196518
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    7
States Willing to do Business in:    Aliso Viejo,Anaheim,Brea,Buena Park,Capistrano Beach,Chino Hills,Corona Del Mar,Dana Point,Foothill Ranch,Fullerton,Hacienda Heights,Huntington Beach,Irvine,La Habra,La Mirada,Ladera Ranch,Laguna Beach,Laguna Hills,Laguna Niguel,Lake Forest,Long Beach,Los Alamitos,Mission Viejo,Newport Beach,Newport Coast,Orange,Rancho Santa Margarita,San Clemente,San Juan Capistrano,Seal Beach,Torrance,Trabuco Canyon,Tustin,Villa Park,Westminster,Yorba Linda
Firm CRD#:    107058
Name of Custodial Firm:    Fidelity Investments, Charles Schwab, TD Ameritrade
 

Services

Investment Types:    Alternative Investments, Bonds, Stocks
I can meet clients in the following ways:    Video Conference, Via email, Via phone, At your office, At your home, At my office
 

Qualifications & Memberships

Securities Licenses:    Series 66
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER" Certificant, CFP®
 

Firm Information

Assets Managed by Advisor:    $250,000,000
Assets Managed by Firm:    $1,500,000,000
Firm's Number of Managed Clients:    1500
Firm's Number of Planning Clients:    75
Firm's Number of Clients:    1500
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Compensation Methods:    Based on Assets
Fee Structure:    Commissions Only