Alan Drew Ebright

Check Capital Management INC

12 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Check Capital Management INC

Compensation

Fee-Only (AUM)

Firm Size

9 advisors

Number of Clients

1,193 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

Location

575 Anton Blvd, Ste 500, Costa Mesa, CA, 92626-7685

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Check Capital Management INC

November 2022 - Present · 3 yrs 3 mos

Previous Registrations

Hodges Capital Management INC

February 2021 - November 2022 · 1 yr 9 mos

Fisher Investments

May 2013 - October 2020 · 7 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.