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Christopher Ballard

Check Capital Management

575 Anton Blvd
Suite 500

Costa Mesa, CA 92626
(714) 6413579

Growth Through Strength

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

Firm Start Year

1987

No.of Employees

10-19

CRD#

4196518

Firm CRD#

107058

Name of Custodial Firm

Fidelity Investments, Charles Schwab, TD Ameritrade

Years of Experience in Financial Services

20

Number of Years with Current Firm

7

Qualifications & Membership

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

Education

Christoper Ballard -

University of Caliifornia at Santa Barbara
-