Checchi Capital Advisers, LLC

Overview

Checchi Capital Advisers, LLC is an SEC registered investment adviser based in Beverly Hills, CA, registered since 2007. It reports $2.6B in assets under management across 1,169 accounts, with 29 employees. It has 9 investment adviser representatives.

Reported AUM

$2.6B

Discretionary

96%

Accounts

1,169

Average account

$2.2M

Employees

29

Advisory reps

9

Registered since

2007

Jurisdictions

4

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 5

• Adam Dean Checchi Managing Member CRD 4697959
• Kathryn Dean Checchi Principal CRD 5320767
• Delia Tinaye Mupita Chief Compliance Officer CRD 6776332

2 more executive officers, with direct contact details

Advisory reps 3 of 9

• Kimberlea Kay Archer Investment Adviser Rep CRD 1527626
• Adam Dean Checchi Investment Adviser Rep CRD 4697959
• Gerron O'Bryan Duhon Investment Adviser Rep CRD 7573500

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

9720 Wilshire Blvd Ste 400
Beverly Hills, CA 90212

County

Los Angeles

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: checchicapital.com

Every state, with registration dates

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