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CHECCHI CAPITAL ADVISERS, LLC

BEVERLY HILLS, CA · CRD 143478 · IAPD ↗ · 310-432-0010

$2.59BRegulatory AUM
9Advisory reps
29Employees
1Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2025 — CHECCHI CAPITAL ADVISERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
April 2025 — CHECCHI CAPITAL ADVISERS, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
65
April 2024 — CHECCHI CAPITAL ADVISERS, LLC reported RAUM up 27% ($1.49B -> $1.90B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.