{"url":"https://nivawealth.com/firms/checchi-capital-advisers-143478","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/143478","regulatoryAum":2594388278,"crd":"143478","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4697959","suffix":null,"lastName":"CHECCHI","firstName":"ADAM","middleName":"DEAN"},{"crd":"7573500","suffix":null,"lastName":"Duhon","firstName":"Gerron","middleName":"O'Bryan"},{"crd":"4249390","suffix":null,"lastName":"HASTINGS","firstName":"CHARLES","middleName":"PETER"},{"crd":"7798417","suffix":null,"lastName":"Kiely","firstName":"Kevin","middleName":"Michael"},{"crd":"6988233","suffix":null,"lastName":"PASQUINI","firstName":"LUCA","middleName":null},{"crd":"2766276","suffix":null,"lastName":"PETERSEN","firstName":"KIM","middleName":"MARESH"},{"crd":"8345898","suffix":null,"lastName":"Slevin","firstName":"Anne","middleName":null},{"crd":"5568795","suffix":null,"lastName":"ZHANG","firstName":"HAIYANG","middleName":null}],"total":8,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-31","regulatoryAum":1162833509,"clients":185,"employees":16,"offices":1},{"filedOn":"2022-03-31","regulatoryAum":1485489806,"clients":207,"employees":20,"offices":1},{"filedOn":"2023-03-31","regulatoryAum":1490318604,"clients":212,"employees":24,"offices":1},{"filedOn":"2024-04-17","regulatoryAum":1898817801,"clients":222,"employees":25,"offices":1},{"filedOn":"2025-05-05","regulatoryAum":2312300030,"clients":189,"employees":26,"offices":2},{"filedOn":"2026-09-16","regulatoryAum":2594388278,"clients":241,"employees":29,"offices":2}],"secFileNumber":"801-67727","legalName":"Checchi 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They include 234 high-net-worth individuals and 7 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 16 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Checchi Capital Advisers offer?","answer":"Checchi Capital Advisers provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Checchi Capital Advisers charge?","answer":"Checchi Capital Advisers charges 0.70%–0.90% a year for its Separately Managed Accounts. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $5,000,000.","source":"ADV 2A & 2B, filed 16 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Checchi Capital Advisers use?","answer":"Checchi Capital Advisers’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.71B and Comerica Bank and Trust, National Association (Dallas, TX), with $462M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Checchi Capital Advisers have?","answer":"Checchi Capital Advisers has 8 investment adviser representatives registered with state securities authorities, out of 29 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Checchi Capital Advisers invest in?","answer":"At the end of its last fiscal year, Checchi Capital Advisers’ separately managed accounts held 29% exchange-traded equities, 29% registered funds (mutual funds, ETFs, BDCs), 19% cash and equivalents, 16% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: \"Other\" Securities Include Securities Held in Client Accounts But Which Are Not Part of Cca'S Normal Investing Universe.  in A Small Number of Instances It Also Includes Securities Not Currently Classified by Cca'S Portfolio Accounting System. (E.g. Digital Assets).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Checchi Capital Advisers have a minimum investment?","answer":"Yes, Checchi Capital Advisers’ minimum account size for its Separately Managed Accounts is $5M.","source":"ADV 2A & 2B, filed 16 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Checchi Capital Advisers?","answer":"Checchi Capital Advisers is owned through a trust and holding companies by Adam Checchi. Its direct owners are Loeb Capital West, LLC, Canal Capital Partners, LLC, Samuel Pfister, Kathryn Checchi Irrevocable Gift Trust No. 1 and Kathryn Checchi Irrevocable Gift Trust No. 2, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 16 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Checchi Capital Advisers get paid?","answer":"Checchi Capital Advisers is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Checchi Capital Advisers registered with the SEC?","answer":"Yes, Checchi Capital Advisers has been registered with the SEC as an investment adviser since 17 April 2007. Its CRD number is 143478 and its SEC file number is 801-67727.","source":"Form ADV Part 1A, Item 1, filed 16 September 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Checchi Capital Advisers?","answer":"Checchi Capital Advisers’ main office is at 9720 Wilshire BLVD, Suite 400, Beverly Hills, CA 90212. Its phone number is 310-432-0010. 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