Insights

High Net Worth Focus Check Capital Management caters to a niche market of high-net-worth individuals, with a minimum account size of $500,000. This indicates an opportunity to offer premium financial products or services tailored to wealthy clients seeking sophisticated asset management and financial planning solutions.

Longstanding Industry Expertise With over 38 years of experience managing concentrated portfolios of industry leaders, CCM demonstrates stability and expertise, making it a prime candidate for partnerships with advanced financial technology firms or asset management platforms aimed at enhancing portfolio strategies.

Revenue and Client Base Generating between $10 million and $25 million in revenue from over 1,200 clients nationwide signifies a solid, scalable client base. This presents opportunities for expanding service offerings like digital advisory tools, advanced reporting solutions, or targeted educational content to deepen client engagement.

Limited Employee Size With a small team of 2-10 employees, CCM may benefit from strategic outsourcing or technology-driven solutions to enhance operational efficiency and client service delivery, opening possibilities for vendors providing automation, CRM, or client communication enhancements.

Digital Communication Channels The firm's investment in a comprehensive communication strategy including newsletters, conferences, and an updated website suggests openness to innovative marketing and client engagement tools, making it a promising partner for digital marketing platforms or client interaction technology providers.

Similar companies to Check Capital Management Inc.

Check Capital Management Inc. Tech Stack

Check Capital Management Inc. uses 8 technology products and services including Curalate, Twemoji, particles.js, and more. Explore Check Capital Management Inc.'s tech stack below.

Curalate
Analytics
Twemoji
Font Scripts
particles.js
Javascript Graphics
Floating UI
Javascript Libraries
Swiper
Javascript Libraries
jQuery Migrate
Javascript Libraries
Slider Revolution
Miscellaneous
Adobe Fonts
Web Fonts

Media & News

Check Capital Management Inc.'s Email Address Formats

Check Capital Management Inc. uses at least 1 format(s):

Check Capital Management Inc. Email Formats	Example	Percentage
FLast@checkcapital.com	JDoe@checkcapital.com	50%
FLast@checkcapital.com	JDoe@checkcapital.com	50%

Frequently Asked Questions

Where is Check Capital Management Inc.'s headquarters located?

Check Capital Management Inc.'s main headquarters is located at 575 Anton Boulevard Suite 500 Costa Mesa, California 92626 United States. The company has employees across 1 continents, including North America.

What is Check Capital Management Inc.'s phone number?

You can contact Check Capital Management Inc.'s main corporate office by phone at

+1-800-710-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Check Capital Management Inc.'s official website and social media links?

Check Capital Management Inc.'s official website is checkcapital.com and has social profiles on LinkedIn.

How much revenue does Check Capital Management Inc. generate?

As of March 2026, Check Capital Management Inc.'s annual revenue is estimated to be $1.5M.

What is Check Capital Management Inc.'s SIC code NAICS code?

Check Capital Management Inc.'s SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Check Capital Management Inc. have currently?

As of March 2026, Check Capital Management Inc. has approximately 10 employees across 1 continents, including North America. Key team members include Vice President / Senior Investment Officer: J. T.President: M. H.Senior Vice President: N. K.. Explore Check Capital Management Inc.'s employee directory with LeadIQ.

What industry does Check Capital Management Inc. belong to?

Check Capital Management Inc. operates in the Financial Services industry.

What technology does Check Capital Management Inc. use?

Check Capital Management Inc.'s tech stack includes CuralateTwemojiparticles.jsFloating UISwiperjQuery MigrateSlider RevolutionAdobe Fonts.

What is Check Capital Management Inc.'s email format?

Check Capital Management Inc.'s email format typically follows the pattern of FLast@checkcapital.com. Find more Check Capital Management Inc. email formats with LeadIQ.

When was Check Capital Management Inc. founded?

Check Capital Management Inc. was founded in 1987.

Check Capital Management Inc.

Q: What technology does Check Capital Management Inc. use?

Check Capital Management Inc.'s tech stack includes Animate.css, X-Content-Type-Options, fullPage.js, jQuery, Google Hosted Libraries.

Financial ServicesCalifornia, United States2-10 Employees

Check Capital Management (CCM) is an investment manager for individuals looking to protect and grow their assets.  For over 38 years, the firm has managed stock and bond portfolios of the utmost quality, i.e., composed solely of securities in longstanding industry leaders.  Clients are offered a choice of management fees: either “profit-based” (10% of account profits) or “flat” (1% of account assets annually).  Retirement and cashflow planning are available at no charge to interested clients.

CCM regularly communicates with its clientele through The Blue Chip Investor monthly newsletter, phone calls, face-to-face meetings, an annual conference and a continuously updated website.  The firm manages $2.39 billion total for 1,222 clients nationwide.  Its account minimum is $500,000.

Company Overview

Headquarters: 575 Anton Boulevard Suite 500 Costa Mesa, California 92626 United States
Phone number: +1-800-710-****
Website: checkcapital.com
SIC Code: 6282 - Investment Advice
NAICS Code: 52 - Finance and Insurance
Founded: 1987
Employees: 2-10