The CNBC FA 100 celebrates the advisory firms that top the list in 2019 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2019 Financial Advisor 100

52. Check Capital Management

WATCH LIVE

Check Capital seeks to acquire stocks of exceptional businesses, run by first-class management teams, when those companies are selling at bargain prices. The firm's goal is to create opportunity to maximize upside potential and minimize downside risk.

Total Aum: 1.32B+

Years in Business: 28

Accounts Under Management: 2,355

Principals:

Steven Check, President

Robert Hill, Chief Compliance Officer

Contact:

checkcapital.com

575 Anton Boulevard, Suite 500, Costa Mesa, CA 92626-1925

(714) 641-3579