Checchi Capital Advisers, LLC
Registered investment adviser · Beverly Hills, CA · CRD #143478
Form ADV data as of 2026-09-01Regulatory assets
$2.59 billion
Total accounts
1,169
Employees
29
Disclosure events
0
Firm details
- Website: https://www.linkedin.com/company/checchi-capital-advisers
- Telephone: 310-432-0010
- SEC file number: 801-67727
- Most recent Form ADV filing: 2026-03-23
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $2.50 billion |
| Non-discretionary regulatory assets under management | $93.3 million |
| Total regulatory assets under management | $2.59 billion |
| Discretionary accounts | 1,026 |
| Non-discretionary accounts | 143 |
| Total accounts | 1,169 |
| Regulatory assets under management attributable to non-U.S. persons | $615.6 million |
People
| Total employees (excluding clerical) | 29 |
| Employees performing investment advisory functions (including research) | 9 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 7 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 0 |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | Not reported | $21,360 |
| High net worth individuals | 234 | $1.61 billion |
| Pension and profit sharing plans (not the participants or government plans) | Not reported | $2 |
| Charitable organizations | 7 | $117.2 million |
| Other investment advisers | Not reported | $191.8 million |
| Insurance companies | Not reported | $609.5 million |
| Corporations or other businesses not listed above | Not reported | $49.4 million |
| Other | Not reported | $14.2 million |