financial advisor · Santa Ana, CA

financial advisors in Santa Ana, CA

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575 Anton Boulevard
Santa Ana, CA
+1-714-641-3579
https://checkcapital.com/ · Claim this financial advisor listing — free dofollow link + 5 keywords

Hours: Mo-Fr 08:00-17:00

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Based in Santa Ana, CA, Check Capital Management is a financial advisor on the hashtag.org map. You can reach it by phone at +1-714-641-3579. Its website is https://checkcapital.com/. Hours: Mo-Fr 08:00-17:00. The following outline is provided as an overview of and topical guide to English Wikipedia articles about the city of Santa Ana, California. It's located at 575 Anton Boulevard. Santa Ana (Spanish for 'Saint Anne') is a city in and the county seat of Orange County, California, United States. Check Capital is a trusted financial advisor in Costa Mesa, CA, offering asset management services with a unique, profit-based fee structure. Other financial advisors nearby include Financial Advisors Network (3.6 mi). Only pay us a management fee when their account increases in value. This unusual fee schedule is designed to put your profits before ours. Complete the form with your name and email address to receive this month’s newsletter Our firm is amongst very few in the industry that offers select clients a management fee that is paid only when you make money. Harnessing a business owner mindset, we aim to make long-term investments in companies that we believe are undervalued. Our performance is independently verified by a third party. We invite you to take a look at our fact sheets located on our website. Founded by Steven Check in 1987, Check Capital Management is an award-winning asset management firm based in Southern California that serves clients throughout the U.S. It has helped investors protect and grow their assets, currently valued at $2.4 billion (as of June 30, 2026). Never forgetting that the firm handles other people’s money (as well as its own), Check Capital has a culture of avoiding losses. Therefore, its investment philosophy centers around the acquisition of stocks of exce

From their website

Check Capital is a trusted financial advisor in Costa Mesa, CA, offering asset management services with a unique, profit-based fee structure.

  • AS FEATURED IN
  • Profit-Based Fee
  • Investment Philosophy
  • Long-Term Track Record

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