Check Capital Management Inc
- Regulatory AUM
- $2.4B
- Discretionary
- $2.1B
- Clients
- 1,223
- Avg AUM / client
- $1.9M
- Accounts
- 2,408
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Investments (13F portfolio — 49 positions, $3,436,041,546)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | COM | $2,345,247,795 | 4,894,090 | 68.3% | 98.9% |
| 2 | Alphabet | COM | $198,047,923 | 690,399 | 5.76% | 8.35% |
| 3 | Brookfield Corp. | COM | $177,256,083 | 4,379,938 | 5.16% | 7.48% |
| 4 | Markel | COM | $147,165,508 | 76,886 | 4.28% | 6.21% |
| 5 | Aer Cap Holdings | COM | $112,165,979 | 817,655 | 3.26% | 4.73% |
| 6 | First Citizens | COM | $83,054,118 | 44,068 | 2.42% | 3.5% |
| 7 | Sirius Xm | COM | $67,915,104 | 2,942,595 | 1.98% | 2.86% |
| 8 | Lkq Corp | COM | $56,305,416 | 1,917,106 | 1.64% | 2.38% |
| 9 | Amazon | COM | $42,505,113 | 204,087 | 1.24% | 1.79% |
| 10 | Disney (Walt) | COM | $42,265,845 | 438,533 | 1.23% | 1.78% |
| 11 | Hershey Foods | COM | $39,979,314 | 192,310 | 1.16% | 1.69% |
| 12 | Cimpress | COM | $34,417,018 | 471,466 | 1.0% | 1.45% |
| 13 | Jefferies | COM | $28,070,669 | 680,171 | 0.82% | 1.18% |
| 14 | Berkshire Hathaway 'A' | COM | $20,826,060 | 29 | 0.61% | 0.88% |
| 15 | Wayfair | COM | $12,631,345 | 167,948 | 0.37% | 0.53% |
| 16 | Apple | COM | $5,855,732 | 23,073 | 0.17% | 0.25% |
| 17 | Biglari Cl A | COM | $2,749,965 | 1,578 | 0.08% | 0.12% |
| 18 | Microsoft | COM | $2,250,207 | 6,079 | 0.07% | 0.09% |
| 19 | Amgen | COM | $1,366,937 | 3,885 | 0.04% | 0.06% |
| 20 | Caterpillar Tractor | COM | $1,216,426 | 1,717 | 0.04% | 0.05% |
| 21 | Alphabet Class A | COM | $1,059,183 | 3,683 | 0.03% | 0.04% |
| 22 | Trupanion Inc. | COM | $1,042,199 | 40,695 | 0.03% | 0.04% |
| 23 | Goldman Sachs | COM | $1,040,568 | 1,230 | 0.03% | 0.04% |
| 24 | Tesla Motors | COM | $929,375 | 2,500 | 0.03% | 0.04% |
| 25 | General Electric | COM | $848,472 | 2,990 | 0.02% | 0.04% |
Top 25 of 49 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1,192 | $2.2B | 93.9% |
| Investment companies | 1 | $45.8M | 1.93% |
| Corporations and other businesses | 30 | $98.2M | 4.14% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Scpmg Keogh Plan Southern California Permanente Medical Group | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steven Glenn Check | President | Jan 1990 (37y) | 75% or more | |
| Robert Phillip Hill | Chief Compliance Officer | Jun 2009 (17y) | Less than 5% | |
| Jonathan James Meeks | Registered representative | Sep 2004 (22y) | ||
| James Douglas Waite | Registered representative | Mar 2007 (19y) | ||
| Christopher Blair Ballard | Registered representative | Aug 2012 (14y) | ||
| Ryan Scott Kinney | Registered representative | Jun 2014 (12y) | ||
| Jeremy Ian Saltzberg | Registered representative | Dec 2016 (10y) | ||
| John Conley Thatcher | Registered representative | Mar 2017 (9y) | ||
| Alan Drew Ebright | Registered representative | Nov 2022 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Scpmg Keogh Plan | Southern California Permanente Medical Group | 11,088 | $7.9B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 951 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
Custody
Reported custodians
- National Financial Services (Fidelity) $1.6B (68% of AUM) Mar 2026
- Charles Schwab & Co. $710M (30% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗