Insights

High Net Worth Focus Check Capital Management primarily serves high-net-worth individuals with a minimum account size of 500,000 dollars, indicating a target client base with substantial assets and potentially sophisticated investment needs, presenting opportunities for premium financial products and personalized services.

Longstanding Market Presence With over 38 years of experience managing portfolios composed of industry-leading securities, CCM demonstrates stability and expertise, which can be leveraged to attract clients seeking trusted and proven investment management solutions.

Growth and Revenue Range Generating between 10 and 25 million dollars in revenue with a relatively small team of up to 50 employees, CCM shows operational efficiency and a potential interest in scalable technology solutions to expand its service offerings and client base.

Digital Engagement Strategies Regular communication channels like a monthly newsletter, conferences, and an updated website suggest CCM's focus on client engagement; solutions that enhance digital communication, client portals, or personalized content could strengthen these efforts.

Competitive Positioning Compared to larger competitors with thousands of employees and higher revenues, CCM’s niche in managing high-net-worth portfolios offers an opportunity for targeted sales in sophisticated fintech tools, portfolio analytics, or bespoke investment platforms tailored to affluent clients.

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. 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 December 2025, 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 December 2025, Check Capital Management Inc. has approximately 11 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 States11-50 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 $2.2 billion total for clients nationwide.  Its account minimum is $500,000.