CHECK CAPITAL MANAGEMENT INC
CRD #107058 SEC #801-29001 COSTA MESA, CA 714-641-3579
SEC Registered
Total AUM
$2.1B
Discretionary
$2B
Employees
12
Clients
51
Accounts
2,311
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.1B | $2B | $142.5M | 12 | 0 |
| Mar 2024 | $1.7B | $1.6B | $122.8M | 11 | 0 |
| Mar 2023 | $1.4B | $1.3B | $93.6M | 11 | 0 |
| Apr 2022 | $1.6B | $1.5B | $89.3M | 10 | 0 |
| Mar 2022 | $1.6B | $1.5B | $89.3M | 10 | 0 |
| Nov 2021 | $1.3B | $1.2B | $75.6M | 10 | 0 |
| Nov 2021 | $1.3B | $1.2B | $75.6M | 10 | 0 |
| Mar 2021 | $1.3B | $1.2B | $75.6M | 10 | 0 |
| Nov 2020 | $1.5B | $1.4B | $77.9M | 11 | 0 |
| Jun 2020 | $1.5B | $1.4B | $77.9M | 12 | 0 |
| Mar 2020 | $1.5B | $1.4B | $77.9M | 12 | 0 |
| Nov 2019 | $1.3B | $1.3B | $72.2M | 12 | 0 |
| Mar 2019 | $1.3B | $1.3B | $72.2M | 12 | 0 |
| Oct 2018 | $1.5B | $1.5B | $72.1M | 12 | 0 |
| Mar 2018 | $1.5B | $1.5B | $72.1M | 13 | 0 |
| Oct 2017 | $1.3B | $1.2B | $46.3M | 12 | 0 |
| Mar 2017 | $1.3B | $1.2B | $46.3M | 13 | 1,500 |
| Oct 2016 | $1B | $978.6M | $28.5M | 10 | 1,400 |
| May 2016 | $1B | $978.6M | $28.5M | 10 | 1,400 |
| Mar 2016 | $1B | $978.6M | $28.5M | 10 | 1,400 |
| Oct 2015 | $1B | $1B | $27.3M | 11 | 1,400 |
| Oct 2015 | $1B | $1B | $27.3M | 11 | 1,400 |
| Aug 2015 | $1B | $1B | $27.3M | 15 | 1,400 |
| Jun 2015 | $1B | $1B | $27.3M | 15 | 1,400 |
| Mar 2015 | $1B | $1B | $27.3M | 15 | 1,400 |
| Mar 2015 | $1B | $1B | $27.3M | 14 | 1,400 |
| Oct 2014 | $796.9M | $772.1M | $24.9M | 11 | 1,100 |
| Apr 2014 | $796.9M | $772.1M | $24.9M | 11 | 1,100 |
| Apr 2014 | $796.9M | $772.1M | $24.9M | 11 | 1,100 |
| Mar 2014 | $796.9M | $772.1M | $24.9M | 11 | 1,100 |
| Apr 2013 | $583.7M | $564M | $19.7M | 9 | 900 |
| Feb 2013 | $611M | $515M | $96M | 9 | 800 |
| Nov 2012 | $588M | $485M | $103M | 9 | 780 |
| Oct 2012 | $588M | $485M | $103M | 1 | 780 |
| Sep 2012 | $588M | $485M | $103M | 1 | 780 |
| Sep 2012 | $532.7M | $428.2M | $104.5M | 1 | 780 |
| Aug 2012 | $532.7M | $428.2M | $104.5M | 1 | 780 |
| Mar 2012 | $463.4M | $385.1M | $78.2M | 1 | 1,100 |
| Mar 2011 | $434M | $372.7M | $61.3M | 5 | -- |
| Mar 2010 | $357.5M | $328M | $29.5M | 5 | -- |
| Oct 2009 | $291.8M | $291.8M | $0 | 5 | -- |
| Oct 2007 | $523.7M | $523.7M | $0 | 10 | -- |
| Mar 2007 | $523.7M | $523.7M | $0 | 10 | -- |
| Mar 2006 | $474.2M | $474.2M | $0 | 10 | -- |
| Sep 2005 | $437.2M | $437.2M | $0 | 10 | -- |
| Sep 2005 | $437.2M | $437.2M | $0 | -- | -- |
| Jun 2005 | $206.5M | $206.5M | $0 | 10 | -- |
| Apr 2004 | $349.2M | $349.2M | $0 | 10 | -- |
| Mar 2002 | $191.7M | $191.7M | $0 | 5 | -- |
DateMar 2025
Total AUM$2.1B
Discretionary$2B
Non-Disc.$142.5M
Employees12
Clients0
DateMar 2024
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$122.8M
Employees11
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$93.6M
Employees11
Clients0
DateApr 2022
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$89.3M
Employees10
Clients0
DateMar 2022
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$89.3M
Employees10
Clients0
DateNov 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$75.6M
Employees10
Clients0
DateNov 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$75.6M
Employees10
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$75.6M
Employees10
Clients0
DateNov 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$77.9M
Employees11
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$77.9M
Employees12
Clients0
DateMar 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$77.9M
Employees12
Clients0
DateNov 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$72.2M
Employees12
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$72.2M
Employees12
Clients0
DateOct 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$72.1M
Employees12
Clients0
DateMar 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$72.1M
Employees13
Clients0
DateOct 2017
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$46.3M
Employees12
Clients0
DateMar 2017
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$46.3M
Employees13
Clients1,500
DateOct 2016
Total AUM$1B
Discretionary$978.6M
Non-Disc.$28.5M
Employees10
Clients1,400
DateMay 2016
Total AUM$1B
Discretionary$978.6M
Non-Disc.$28.5M
Employees10
Clients1,400
DateMar 2016
Total AUM$1B
Discretionary$978.6M
Non-Disc.$28.5M
Employees10
Clients1,400
DateOct 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$27.3M
Employees11
Clients1,400
DateOct 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$27.3M
Employees11
Clients1,400
DateAug 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$27.3M
Employees15
Clients1,400
DateJun 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$27.3M
Employees15
Clients1,400
DateMar 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$27.3M
Employees15
Clients1,400
DateMar 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$27.3M
Employees14
Clients1,400
DateOct 2014
Total AUM$796.9M
Discretionary$772.1M
Non-Disc.$24.9M
Employees11
Clients1,100
DateApr 2014
Total AUM$796.9M
Discretionary$772.1M
Non-Disc.$24.9M
Employees11
Clients1,100
DateApr 2014
Total AUM$796.9M
Discretionary$772.1M
Non-Disc.$24.9M
Employees11
Clients1,100
DateMar 2014
Total AUM$796.9M
Discretionary$772.1M
Non-Disc.$24.9M
Employees11
Clients1,100
DateApr 2013
Total AUM$583.7M
Discretionary$564M
Non-Disc.$19.7M
Employees9
Clients900
DateFeb 2013
Total AUM$611M
Discretionary$515M
Non-Disc.$96M
Employees9
Clients800
DateNov 2012
Total AUM$588M
Discretionary$485M
Non-Disc.$103M
Employees9
Clients780
DateOct 2012
Total AUM$588M
Discretionary$485M
Non-Disc.$103M
Employees1
Clients780
DateSep 2012
Total AUM$588M
Discretionary$485M
Non-Disc.$103M
Employees1
Clients780
DateSep 2012
Total AUM$532.7M
Discretionary$428.2M
Non-Disc.$104.5M
Employees1
Clients780
DateAug 2012
Total AUM$532.7M
Discretionary$428.2M
Non-Disc.$104.5M
Employees1
Clients780
DateMar 2012
Total AUM$463.4M
Discretionary$385.1M
Non-Disc.$78.2M
Employees1
Clients1,100
DateMar 2011
Total AUM$434M
Discretionary$372.7M
Non-Disc.$61.3M
Employees5
Clients--
DateMar 2010
Total AUM$357.5M
Discretionary$328M
Non-Disc.$29.5M
Employees5
Clients--
DateOct 2009
Total AUM$291.8M
Discretionary$291.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$523.7M
Discretionary$523.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$523.7M
Discretionary$523.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$474.2M
Discretionary$474.2M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$437.2M
Discretionary$437.2M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$437.2M
Discretionary$437.2M
Non-Disc.$0
Employees--
Clients--
DateJun 2005
Total AUM$206.5M
Discretionary$206.5M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$349.2M
Discretionary$349.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$191.7M
Discretionary$191.7M
Non-Disc.$0
Employees5
Clients--