Nationwide Financial Planners

National Coverage

Local Professionals

Featured Business Financial Advisor in Costa Mesa, CA
Costa Mesa Financial Advisors
Check Capital Management
575 Anton Blvd, Suite 500
Costa Mesa, CA 92626
(714) 641-3579
“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

CRD#:    4196518
Firm CRD#:    107058
Name of Custodial Firm:    Fidelity Investments, Charles Schwab, TD Ameritrade
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
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    7
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 66
 

Firm Information

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

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.