Advisors at this firm
Ryan K
Series 65
Costa Mesa, CA
Check Capital Management Inc
Ryan Kinney is a financial advisor at Check Capital Management Inc. with 11 years of industry experience. He holds the Series 65 designation and has been with Check Capital Management since 2013. Check Capital Management, Inc. manages assets for individuals, high-net-worth clients, retirement plans, corporations, and other entities, serving as investment adviser to the Blue Chip Investor Fund. The firm employs a fundamentals-based investment approach focused on intrinsic business value and longer holding periods, offering a range of program structures aligned with client objectives and risk tolerances.
James W
Series 63
Costa Mesa, CA
Check Capital Management Inc
James Waite is a financial advisor at Check Capital Management Inc. with 28 years of industry experience. He has been with Check Capital Management since 2007 and has also worked at Charles Schwab & Co., Inc. since 1997. Waite holds a Series 63 designation. Check Capital Management, Inc. manages assets for individuals, high-net-worth clients, retirement plans, corporations, and other entities. The firm follows a fundamentals-based investment approach focused on intrinsic business value and a margin of safety, offering various program structures aligned with client objectives and risk tolerances.
Robert H
Series 65
Costa Mesa, CA
Check Capital Management Inc
Robert Hill is a financial advisor at Check Capital Management Inc. in Costa Mesa, CA, holding a Series 65 designation with 16 years of industry experience. He has been with Check Capital Management since 2008. Check Capital Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities, managing assets through separately managed accounts, asset-allocation and retirement cash-flow planning, and discretionary portfolio management. The firm emphasizes a fundamentals-based investment approach focused on intrinsic business value and longer holding periods, and manages the Blue Chip Investor Fund.
Christopher B
Series 66
Costa Mesa, CA
Check Capital Management Inc
Christopher Ballard is a financial advisor with Check Capital Management Inc. in Costa Mesa, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Check Capital Management since 2012. Check Capital Management, Inc. manages assets for individuals, high-net-worth clients, retirement plans, corporations, and other entities, and serves as investment adviser to the Blue Chip Investor Fund. The firm employs a fundamentals-based, “Warren Buffett style” investment approach focused on intrinsic business value and margin of safety, offering various program structures tailored to client objectives and risk tolerances.
Alan E
Series 63, Series 65
Costa Mesa, CA
Check Capital Management Inc
Alan Ebright is a financial advisor with Check Capital Management Inc. in Costa Mesa, CA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior experience includes roles at Hodges Capital Management, Inc. and Fisher Investments. Check Capital Management, Inc. manages assets for individuals, high-net-worth clients, retirement plans, corporations, and other entities, offering services such as separately managed accounts, asset allocation, retirement cash-flow planning, and discretionary portfolio management. The firm employs a fundamentals-based investment approach focused on intrinsic business value and margin of safety, with multiple program structures tailored to client objectives and risk tolerances, including management of the Blue Chip Investor Fund.
Jonathan M
Series 63, Series 65
Bullhead City, AZ
Check Capital Management Inc
Jonathan Meeks is a financial advisor at Check Capital Management Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Check Capital Management since 2004. Check Capital Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities, managing assets through separately managed accounts, asset allocation, retirement cash-flow planning, and discretionary portfolio management. The firm employs a fundamentals-based investment approach focused on intrinsic business value and longer holding periods, and it manages the Blue Chip Investor Fund.
Jeremy S
Series 65
Costa Mesa, CA
Check Capital Management Inc
Jeremy Saltzberg is a financial advisor at Check Capital Management Inc with 14 years of industry experience. He holds a Series 65 designation and has worked at Check Capital Management since 2016, following a brief tenure at Avondale Asset Management. The firm manages assets for individuals, high-net-worth clients, retirement plans, corporations, and other entities, offering services such as separately managed accounts, asset allocation, retirement cash-flow planning, and discretionary portfolio management. Check Capital Management follows a fundamentals-based investment approach focused on intrinsic business value and longer holding periods, and it manages the Blue Chip Investor Fund.
John T
Series 63, Series 66
Boerne, TX
Check Capital Management Inc
John Thatcher is a financial advisor at Check Capital Management Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank prior to joining Check Capital Management in 2017. Check Capital Management, Inc. manages assets for individuals, high-net-worth clients, retirement plans, corporations, and other entities, and serves as investment adviser to the Blue Chip Investor Fund. The firm employs a fundamentals-based investment approach focused on intrinsic business value and margin of safety, offering various program structures aligned with client objectives and risk tolerances.
Steven C
Series 63, Series 65
Costa Mesa, CA
Check Capital Management Inc
Steven Check is a financial advisor at Check Capital Management Inc. with 34 years of industry experience. He has been with the firm since 1987 and holds Series 63 and Series 65 licenses. Check Capital Management, Inc. manages assets for individuals, high-net-worth clients, retirement plans, corporations, and other entities. The firm employs a fundamentals-based approach focused on intrinsic business value and longer holding periods, offering various investment programs including separately managed accounts and the Blue Chip Investor Fund.