# Checchi Capital Advisers, LLC

> 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.

- CRD: 143478
- Filed as: CHECCHI CAPITAL ADVISERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beverly Hills, CA
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143478
- AdvisorCensus page: https://advisorcensus.com/firm/checchi-capital-advisers-llc-beverly-hills-ca-143478

## Quick answers

**How is Checchi Capital Advisers, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Checchi Capital Advisers, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Checchi Capital Advisers, LLC located?**
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).

**Is Checchi Capital Advisers, LLC registered with the SEC or a state?**
Checchi Capital Advisers, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 143478.

**How much does Checchi Capital Advisers, LLC manage?**
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).

**How have Checchi Capital Advisers, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Checchi Capital Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (234); charitable organizations (7).

**Which custodians does Checchi Capital Advisers, LLC use?**
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.

**Does Checchi Capital Advisers, LLC report any disciplinary disclosures?**
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

**Does Checchi Capital Advisers, LLC state an account minimum?**
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."

**What changed in Checchi Capital Advisers, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Account minimum: $5,000,000

> The minimum separate account size is $5,000,000. Accounts may be aggregated for determining the dollar value of assets.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Comerica Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,594,388,278
- Discretionary: $2,501,059,497
- Non-discretionary: $93,328,781

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $21,360 |
| High net worth individuals | 234 | $1,612,178,888 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2 |
| Charitable organizations | 7 | $117,169,070 |
| Other investment advisers | Fewer than 5 | $191,805,849 |
| Insurance companies | Fewer than 5 | $609,544,256 |
| Corporations or other businesses not listed above | Fewer than 5 | $49,425,550 |
| Other | Fewer than 5 | $14,243,303 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 29 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Houston, TX

### Websites listed on Form ADV (Item 1.I)
- checchicapital.com
- LinkedIn @CHECCHI-CAPITAL-ADVISERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,162,833,509 | 16 | March 31, 2021 |
| October 2022 | $1,485,489,806 | 20 | March 31, 2022 |
| October 2023 | $1,490,318,604 | 24 | March 31, 2023 |
| October 2024 | $1,898,817,801 | 25 | April 17, 2024 |
| October 2025 | $2,312,300,030 | 26 | May 5, 2025 |
| October 2026 | $2,594,388,278 | 29 | September 16, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Checchi Capital Advisers, LLC (CRD 143478): Form ADV filing data as of October 2026.