Chequers Financial Management LLC
San Francisco, CA·SEC-registered · CRD #175209
Chequers Financial Management LLC is an SEC-registered investment advisory firm in San Francisco, CA managing $1.3B across 1.6k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.3B
Client accounts
1.6k
Advisory staff
13
Fee model
Fee-based
How Chequers Financial Management LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Chequers Financial Management LLC
How much does Chequers Financial Management LLC manage?
Per its most recent SEC Form ADV filing (03/30/2026), Chequers Financial Management LLC reports $1.3B in regulatory assets under management across roughly 1.6k client accounts.
How does Chequers Financial Management LLC charge?
Chequers Financial Management LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Chequers Financial Management LLC a fiduciary?
Yes. Chequers Financial Management LLC is registered with the U.S. Securities and Exchange Commission (CRD #175209), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Chequers Financial Management LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Chequers Financial Management LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Chequers Financial Management LLC's public SEC Form ADV filing (CRD #175209, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Chequers Financial Management LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Chequers Financial Management LLC? Claim this profile.