{
  "crd_number": 143478,
  "slug": "checchi-capital-advisers-llc-beverly-hills-ca-143478",
  "primary_business_name": "CHECCHI CAPITAL ADVISERS, LLC",
  "legal_name": "CHECCHI CAPITAL ADVISERS, LLC",
  "dbas": [],
  "city": "Beverly Hills",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-04-17",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-09-16",
  "carried_forward": false,
  "raum_total": 2594388278.0,
  "raum_discretionary": 2501059497.0,
  "raum_non_discretionary": 93328781.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 29,
  "advisory_employees": 9,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 14243303.0,
      "count": null,
      "description": "INSURANCE DEDICATED FUND",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 117169070.0,
      "count": 7
    },
    "individuals": {
      "raum": 21360.0,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 609544256.0,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 2.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 191805849.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1612178888.0,
      "count": 234
    },
    "corporations_other_businesses": {
      "raum": 49425550.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "NY",
    "TX"
  ],
  "websites": [
    "https://checchicapital.com",
    "https://linkedin.com/COMPANY/CHECCHI-CAPITAL-ADVISERS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143478",
  "city_as_filed": "BEVERLY HILLS",
  "url": "https://advisorcensus.com/firm/checchi-capital-advisers-llc-beverly-hills-ca-143478",
  "display_name": "Checchi Capital Advisers, LLC",
  "summary": "Checchi Capital Advisers, LLC is an SEC-registered investment advisory firm in Beverly Hills, CA, registered since 2007, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 16, 2026.",
  "citation": "AdvisorCensus. Checchi Capital Advisers, LLC (CRD 143478): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Checchi Capital Advisers, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Checchi Capital Advisers, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Checchi Capital Advisers, LLC located?",
      "a": "Checchi Capital Advisers, LLC's principal office is in Beverly Hills, CA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Checchi Capital Advisers, LLC registered with the SEC or a state?",
      "a": "Checchi Capital Advisers, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 143478."
    },
    {
      "q": "How much does Checchi Capital Advisers, LLC manage?",
      "a": "Checchi Capital Advisers, LLC reports $2,594,388,278 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (96% discretionary)."
    },
    {
      "q": "How have Checchi Capital Advisers, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Checchi Capital Advisers, LLC: Regulatory assets under management: $1,162,833,509 in the October 2021 data and $2,594,388,278 in the October 2026 data, up 123%. Total employees: 16 in October 2021 and 29 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Checchi Capital Advisers, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (234); charitable organizations (7)."
    },
    {
      "q": "Which custodians does Checchi Capital Advisers, LLC use?",
      "a": "Checchi Capital Advisers, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Comerica Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Checchi Capital Advisers, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143478"
    },
    {
      "q": "Does Checchi Capital Advisers, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 says: \"The minimum separate account size is $5,000,000. Accounts may be aggregated for determining the dollar value of assets.\""
    },
    {
      "q": "What changed in Checchi Capital Advisers, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 8 to 9. Regulatory assets under management went from $2,312,300,030 to $2,594,388,278 (+12%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1162833509.0,
      "total_employees": 16,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1485489806.0,
      "total_employees": 20,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1490318604.0,
      "total_employees": 24,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1898817801.0,
      "total_employees": 25,
      "filing_date": "2024-04-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2312300030.0,
      "total_employees": 26,
      "filing_date": "2025-05-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2594388278.0,
      "total_employees": 29,
      "filing_date": "2026-09-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 9.",
        "Regulatory assets under management went from $2,312,300,030 to $2,594,388,278 (+12%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000"
        ],
        "quotes": [
          "The minimum separate account size is $5,000,000. Accounts may be aggregated for determining the dollar value of assets."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 5000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The minimum separate account size is $5,000,000. Accounts may be aggregated for determining the dollar value of assets."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Comerica Bank",
      "name_as_filed": "COMERICA BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/checchi-capital-advisers-llc-beverly-hills-ca-143478.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 21360.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 234,
      "fewer_than_5": false,
      "raum": 1612178888.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 2.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 117169070.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 191805849.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 609544256.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 49425550.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 14243303.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143478",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}