Check Capital Management
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Overview
10 - 49
Employees
1987
Year Founded
ABOUT CHECK CAPITAL MANAGEMENT
Growth Through Strenght
Established in 1987 by Steven Check, Check Capital Management is a renowned asset management company located in Southern California that caters to clients across the U.S. The firm has assisted investors in safeguarding and enhancing their assets, which are currently worth $1.6 billion. Always mindful of managing not just its own capital but also that of others, Check Capital prioritizes loss prevention in its operations. Consequently, its investment strategy focuses on acquiring shares of outstanding companies, but only when they are available at discounted prices.
LANGUAGES SPOKEN
English
HIGHLIGHTS
10 - 49
Employees
1987
Year Founded
Services
Focus
Industries
Clients
Services Provided
70% Wealth Management
30% Asset Management Services
About the Team
OUR STORY
Check Capital Management (CCM), established in 1987 by Steven Check, is an employee-owned financial services firm emphasizing stable, long-term client relationships and prudent wealth stewardship. With decades of industry experience among its team members, CCM prioritizes understanding each client's unique needs and delivering personalized investment solutions rooted in rational, long-term strategies. The leadership includes seasoned professionals like Christopher Ballard, Ryan Kinney, and others who bring expertise in portfolio management, financial planning, and client services. The firm upholds the founding values of integrity, careful management of assets, and a client-focused approach, reinforced by a dedicated staff committed to delivering thoughtful, comprehensive financial advice that supports clients’ lasting success.
