Chequers Financial Management
TL;DR
Registered in 2016, it provides personal CFO and multi-family office services to ultra-high-net-worth individuals and multi-generational families with net worth of $5 million to $75 million.
$1.3 billion
Regulatory AUM
As of ADV filing 2026-03-30
1,449
Accounts / Clients
244 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
21
Team Size
employees, 13 advisory
10 yrs
Years Registered
First registered 2016
About Chequers Financial Management
Registered in 2016, it provides personal CFO and multi-family office services to ultra-high-net-worth individuals and multi-generational families with net worth of $5 million to $75 million.
Office: 434 Jackson Street, Suite A, San Francisco, CA 94111.
Best for: Families with $5M or more wanting personal CFO and multi-family office service
Fee model and designations stated on the guide
Advisory fees
Form ADV data
CRD175209
RegistrationSEC-registered
First registration2016
Regulatory AUM$1.3 billion
ADV filing date2026-03-30
Accounts1,449
Clients244 individual and high-net-worth clients
Employees21
Advisory employees13
Fee modelPercentage of assets up to 1.50%, plus planning fees; no sales commissions per ADV 2A
Minimum$2,000,000 account minimum, waivable (ADV 2A)
Disclosure events (Item 11)0
DesignationsNone named on site or in ADV 2A
Source: SEC Investment Adviser Public Disclosure, CRD 175209, as of ADV filing 2026-03-30, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in San Francisco, CA (2026): rank 9 of 10
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