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| Checchi Capital Advisers LLC
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|
|
|---|---|
| CRD # | 143478 |
| SEC # | 801-67727 |
| CIK # | 0001598186 |
| AUM | $2.6 B (2026-03-23) |
| Employees | 29 (31% Investors, 0% Brokers) |
| Phone | 310-432-0010 |
| Address | 9720 Wilshire Blvd Beverly Hills, CA 90212 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 40.1 | ||
| Nvidia Corp | 32.8 | ||
| Microsoft Corp | 29.7 | ||
| iShares Comex Gold Trust | 27.9 | ||
| SPDR Gold Trust | 16.7 | ||
| Amazon Com Inc | 15.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 234 | 1.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.2 |
| (k) Insurance companies | 0 | 0.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,169 | 2.6 |
| By Discretionary | ||
| Discretionary | 1,026 | 2.5 |
| Non-Discretionary | 143 | 0.1 |
| Total | 1,169 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 2.0 | |
| Total | 1,169 | 2.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001598186] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Checchi Capital Advisers LLC
✚
|
CA | 2.6 |
|
Checchi Capital Fund Advisers LLC
✚
|
CA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Quad Investment Management Corp
✚
|
2.6 | |
|
Ingham Russell Investment Advisors Inc
✚
|
FL | 2.6 |
|
Argos Capital Partners LLC
✚
|
MO | 2.6 |
|
Tradition Wealth Management LLC
✚
|
MN | 2.6 |
|
Deroy & Devereaux Private Investment Counsel Inc
✚
|
MI | 2.6 |
|
Maple Capital Management Inc
✚
|
VT | 2.6 |
|
Icon Wealth Advisors LLC
✚
|
TX | 2.6 |
|
International Assets Investment Management LLC
✚
|
FL | 2.6 |
|
Bridgewater Advisors Inc
✚
|
NY | 2.6 |
|
Howard Capital Management Group LLC
✚
|
CA | 2.6 |