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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

CHECK CAPITAL MANAGEMENT INC

CRD 107058

COSTA MESA, CA

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Search this name across graphsid dfx:ria:5c0fc161-4022-d457-8a2d-ffc4f72e70a5

Data as of Aug 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 1
On other graphs: 0
Observed: Mar 30, 2012 to Aug 26, 2026
45 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.02 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.4BItem 5.F on the latest filing (2026-08-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.1B
Private client RAUM: $2.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $263Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,408
High net worth clients: 1,192
Custody, client assets: $1.6B
SEC number: 801-29001
CIK: 1032814
CRD: 107058
Filings on the tape: 45
First filed: Mar 30, 2012
Latest filed: Aug 26, 2026
Organised: Corporation, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
STEVEN GLENN CHECK	n/a	COSTA MESA, CA	22	39	n/a	no
JONATHAN JAMES MEEKS	n/a	Bullhead City, AZ \| COSTA MESA, CA	21	42	1	no
JAMES DOUGLAS WAITE	n/a	COSTA MESA, CA	19	35	1	no
ROBERT PHILLIP HILL	n/a	COSTA MESA, CA	17	18	n/a	no
CHRISTOPHER BLAIR BALLARD	n/a	COSTA MESA, CA	14	26	2	no
RYAN SCOTT KINNEY	n/a	COSTA MESA, CA	12	13	n/a	no
JEREMY IAN SALTZBERG	n/a	COSTA MESA, CA	9	15	3	no
JOHN CONLEY THATCHER	n/a	COSTA MESA, CA \| Boerne, TX	9	34	1	no
ALAN DREW EBRIGHT	n/a	COSTA MESA, CA	3	30	2	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CCM PRIVATE FUND LP	Hedge Fund	$13.0M	Aug 20, 2015	5	Mar 30, 2012	dropped	021-1509927

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BALLARD, CHRISTOPHER, BLAIR	Director	A	yes	01/2026	Aug 26, 2026	Aug 26, 2026
CHECK, STEVEN, GLENN	President	E	yes	01/1990	Aug 26, 2026	Aug 26, 2026
HILL, ROBERT, PHILLIP	Director	A	yes	01/2026	Aug 26, 2026	Aug 26, 2026
KINNEY, RYAN, SCOTT	Director	Na	yes	01/2026	Aug 26, 2026	Aug 26, 2026
SALTZBERG, JEREMY, IAN	Director	Na	yes	01/2026	Aug 26, 2026	Aug 26, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$2.4B	$2.1B	12	9	0	n/a	n/a
2024	Mar 26, 2025	$2.1B	$2.0B	12	9	0	n/a	n/a
2023	Mar 28, 2024	$1.7B	$1.6B	11	9	0	n/a	n/a
2022	Mar 28, 2023	$1.4B	$1.3B	11	9	0	n/a	n/a
2021	Mar 30, 2022	$1.6B	$1.5B	10	7	0	n/a	n/a
2020	Mar 25, 2021	$1.3B	$1.2B	10	7	0	n/a	n/a
2019	Mar 24, 2020	$1.5B	$1.4B	12	9	0	n/a	n/a
2018	Mar 22, 2019	$1.3B	$1.3B	12	9	0	n/a	n/a
2017	Mar 28, 2018	$1.5B	$1.5B	13	10	0	n/a	n/a
2016	Mar 14, 2017	$1.3B	$1.2B	13	10	n/a	n/a	n/a
2015	Mar 23, 2016	$1.0B	$979M	10	7	n/a	n/a	n/a
2014	Mar 3, 2015	$1.0B	$1.0B	14	10	n/a	1	$13.0M
2013	Mar 28, 2014	$797M	$772M	11	8	n/a	1	$9.1M
2012	Feb 26, 2013	$611M	$515M	9	7	n/a	1	$5.3M
2011	Mar 30, 2012	$463M	$385M	n/a	n/a	n/a	1	$4.1M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.4B	$2.1B	13.2%	$1.4B	19.1%	12	12	0	0

Relationships

Registered with (18)

← ALAN DREW EBRIGHTAdvisorregistration: current employment
Nov 7, 2022 to presentfactForm ADV
← JOHN CONLEY THATCHERAdvisorregistration: current employment
Mar 3, 2017 to presentfactForm ADV
← JEREMY IAN SALTZBERGAdvisorregistration: current employment
Dec 7, 2016 to presentfactForm ADV
← RYAN SCOTT KINNEYAdvisorregistration: current employment
Jun 5, 2014 to presentfactForm ADV
← CHRISTOPHER BLAIR BALLARDAdvisorregistration: current employment
Aug 10, 2012 to presentfactForm ADV
← ROBERT PHILLIP HILLAdvisorregistration: current employment
Jun 22, 2009 to presentfactForm ADV
← JAMES DOUGLAS WAITEAdvisorregistration: current employment
Mar 30, 2007 to presentfactForm ADV
← JONATHAN JAMES MEEKSAdvisorregistration: current employment
Sep 22, 2004 to presentfactForm ADV
← STEVEN GLENN CHECKAdvisorregistration: current employment
Mar 25, 2004 to presentfactForm ADV
← SUSAN LEANN NIEDWICKAdvisorregistration: previous registration
Mar 2, 2015 to Aug 19, 2020factForm ADV
← JEFFREY HALBERTAdvisorregistration: previous registration
Mar 7, 2018 to Oct 1, 2018factForm ADV
← JOHN HOWARD DEARDORFFAdvisorregistration: previous registration
Mar 2, 2015 to Nov 3, 2015factForm ADV
← RYAN LEWIS HOOKAdvisorregistration: previous registration
Mar 2, 2015 to Sep 14, 2015factForm ADV
← Patrick Louis KinneyAdvisorregistration: previous registration
Nov 21, 2013 to Aug 31, 2015factForm ADV
← RANDALL LYNN WHITFIELDAdvisorregistration: previous registration
Apr 16, 2013 to Nov 3, 2014factForm ADV
← PETER WELLINGTON HUGHESAdvisorregistration: previous registration
Aug 28, 2008 to Feb 26, 2013factForm ADV
← VIJAY MALIKAdvisorregistration: previous registration
Oct 5, 2012 to Nov 14, 2012factForm ADV
← BRENTON LLOYD DEVOREAdvisorregistration: previous registration
Mar 25, 2004 to Jan 3, 2008factForm ADV

Controls (2)

← CHECK, STEVEN, GLENNOwnerPRESIDENT, ownership code E, individual
Mar 30, 2012 to Mar 28, 2024factForm ADV
← HILL, ROBERT, PHILLIPOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 28, 2014 to Mar 28, 2024factForm ADV

Advises (1)

→ CCM PRIVATE FUND LPPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Aug 20, 2015factForm ADV

Dated events

Occurred
Mar 30, 2022
Regulatory AUM changed
Check Capital Management Inc reported RAUM $1.6B, up 28% from $1.3B (2021-11-30 to 2022-03-30)
Form ADVobserved 4 days ago
$350M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5c0fc161-4022-d457-8a2d-ffc4f72e70a5
First observed: Mar 30, 2012
Last observed: Aug 26, 2026 24 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CHECK CAPITAL MANAGEMENT INC

CRD 107058

COSTA MESA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5c0fc161-4022-d457-8a2d-ffc4f72e70a5

Data as of Aug 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:16 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STEVEN GLENN CHECK

n/a

COSTA MESA, CA

n/a

JONATHAN JAMES MEEKS

n/a

Bullhead City, AZ | COSTA MESA, CA

JAMES DOUGLAS WAITE

n/a

COSTA MESA, CA

ROBERT PHILLIP HILL

n/a

COSTA MESA, CA

n/a

CHRISTOPHER BLAIR BALLARD

n/a

COSTA MESA, CA

RYAN SCOTT KINNEY

n/a

COSTA MESA, CA

n/a

JEREMY IAN SALTZBERG

n/a

COSTA MESA, CA

JOHN CONLEY THATCHER

n/a

COSTA MESA, CA | Boerne, TX

ALAN DREW EBRIGHT

n/a

COSTA MESA, CA

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CCM PRIVATE FUND LP

Hedge Fund

$13.0M

Aug 20, 2015

Mar 30, 2012

dropped

021-1509927

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BALLARD, CHRISTOPHER, BLAIR

Director

yes

01/2026

Aug 26, 2026

CHECK, STEVEN, GLENN

President

yes

01/1990

Aug 26, 2026

HILL, ROBERT, PHILLIP

Director

yes

01/2026

Aug 26, 2026

KINNEY, RYAN, SCOTT

Director

yes

01/2026

Aug 26, 2026

SALTZBERG, JEREMY, IAN

Director

yes

01/2026

Aug 26, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$2.4B

$2.1B

n/a

2024

Mar 26, 2025

$2.1B

$2.0B

n/a

2023

Mar 28, 2024

$1.7B

$1.6B

n/a

2022

Mar 28, 2023

$1.4B

$1.3B

n/a

2021

Mar 30, 2022

$1.6B

$1.5B

n/a

2020

Mar 25, 2021

$1.3B

$1.2B

n/a

2019

Mar 24, 2020

$1.5B

$1.4B

n/a

2018

Mar 22, 2019

$1.3B

n/a

2017

Mar 28, 2018

$1.5B

n/a

2016

Mar 14, 2017

$1.3B

$1.2B

n/a

2015

Mar 23, 2016

$1.0B

$979M

n/a

2014

Mar 3, 2015

$1.0B

n/a

$13.0M

2013

Mar 28, 2014

$797M

$772M

n/a

$9.1M

2012

Feb 26, 2013

$611M

$515M

n/a

$5.3M

2011

Mar 30, 2012

$463M

$385M

n/a

$4.1M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.4B

$2.1B

13.2%

$1.4B

19.1%