SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Chequers Financial Management LLC
San Francisco, CA
CRD 175209
Firm filing updated March 30, 2026 ·
- $1.3BAssets
- 13Advisory staff
- 1,449Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals244
- Pension and profit sharing plans12
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 244 | $1.3 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $11.7 million |
| Charitable organizations | Fewer than 5 clients | $6.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Selection of other advisors (including private fund managers)
- Other: "HIGHLY-TAILORED FAMILY OFFICE, ESTATE, TAX, WEALTH TRANSFER, AND STRATEGIC FINANCIAL CONSULTING TO ULTRA HIGH NET WORTH CLIENTS"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "HIGHLY-TAILORED FAMILY OFFICE, ESTATE, TAX, WEALTH TRANSFER, AND STRATEGIC FINANCIAL CONSULTING TO ULTRA HIGH NET WORTH CLIENTS"
Assets and accounts
- Regulatory assets$1.3 billion
- Accounts1,449
- Discretionary$1.1 billion · 1,275 accounts
- Non-discretionary$172.3 million · 174 accounts
People
- Employees21
- Advisory staff13
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
7 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 175209, SEC file 801-107158.
- Registered with the SEC as an investment advisor (status date on record: January 19, 2016).
Is Chequers Financial Management LLC a fiduciary?
Short answer: Chequers Financial Management LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.