Check Capital Management Inc. is an SEC-registered investment advisor based in Costa Mesa, California, established in 1987 by Steven Check and owned by the Check Family Trust. The firm specializes in separately managed accounts for individuals, high-net-worth clients, retirement plans, and corporate clients, primarily investing in stocks, corporate/municipal bonds, and stock options. They offer asset allocation advice, retirement income planning, and manage the Blue Chip Investor Fund. Clients have the option of choosing between asset-based management fees or profit-based management fees, with a minimum investment requirement of $500,000. Check Capital Management acts as a fiduciary, providing investment discretion to make decisions without prior client approval. The firm follows a Warren Buffett-style investment philosophy, focusing on long-term value investing and fundamental research. Clients receive quarterly portfolio reports and have the option to vote on proxies for their securities. For any inquiries, clients can contact the Chief Compliance Officer, Robert Hill.

Leisure Capital Management, Inc. is a financial advisory firm based in Costa Mesa, California. It currently has approximately $664,270,614 of assets under management and employs about 9 people. Leisure Capital Management, Inc. uses a fee structure of a percentage of assets under your management and hourly charges.

20/20 Capital Management, Inc is a financial advisory firm based in Costa Mesa, California. It currently has approximately $610,343,737 of assets under management and employs about 38 people. 20/20 Capital Management, Inc uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and advicepay monthly qtrly subscription.

Pan Global Advisers, LLC is a financial advisory firm established in 2018 and based in Costa Mesa, CA. The firm specializes in Tax Efficient Asset Management Solution, Inc. and is led by Evan Pan, the Managing Member and Chief Investment Officer. Pan Global manages over $141 million on a discretionary basis and $84 million on a non-discretionary basis as of December 31, 2024. The firm offers investment management services tailored to individual client needs, including personalized investment portfolios based on client goals and risk tolerance. Clients may impose reasonable restrictions on investments, and fees are tiered based on assets under management, ranging from 0.55% to 1.00% annually. Additionally, the firm provides sub-advisory services to TEAMS and offers financial planning services at an hourly rate. Pan Global acts as a fiduciary, putting clients' interests first, and clients have investment discretion with the ability to set restrictions. The firm does not receive compensation from third parties and maintains a Business Continuity Plan for disaster recovery. Evan Pan, with extensive financial experience, holds a CFA designation and oversees the firm's operations. Clients are assured of data protection and confidentiality through physical, procedural, and electronic safeguards. Pan Global does not vote client proxies and does not have custody of client funds. The firm's Privacy Notice outlines how personal information is collected, shared, and protected.

Tax Efficient Asset Management Solution, Inc. (TEAMS) is a registered investment adviser based in Costa Mesa, California, established in 2008. The firm specializes in managing assets tax efficiently for wealthy individual and corporate clients. TEAMS offers personalized portfolio management, financial and estate planning, and various services to help clients achieve their financial goals. The firm's investment philosophy involves using fundamental, technical, cyclical, and charting analysis to develop tailored strategies for each client. TEAMS may recommend Charles Schwab & Co., Inc. as a custodian and broker-dealer for client accounts. The firm charges fees based on the complexity of the case and time involved in planning, with minimum investment requirements of $25,000 for retirement accounts and $250,000 for other accounts. TEAMS does not offer performance-based fees and does not vote client securities proxies. The firm operates under a Code of Ethics and places the interests of clients first. Clients are encouraged to review account statements and reports regularly. TEAMS has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings.

Clearview Investment Partners, LLC is a Registered Investment Adviser based in Costa Mesa, CA, established in 2009. The firm specializes in providing wealth management services, including financial planning, investment portfolio management on a discretionary or non-discretionary basis, and advice on various types of investments. Clients are required to enter into written agreements outlining the terms of service. The firm primarily allocates client assets among mutual funds, ETFs, individual securities, and Independent Managers based on client objectives and risk tolerance. The minimum account size to start a relationship with Clearview Investment Partners is $250,000, although exceptions may be made based on specific criteria. The firm charges annual fees based on a percentage of assets under management, ranging from 0.10% to 1.25%, depending on the portfolio value and services provided. Clearview Investment Partners does not engage in performance-based fees and provides services to individuals, trusts, estates, corporations, and business entities. Clients have the option to grant the firm investment discretion, allowing Clearview Investment Partners to make decisions on securities transactions without prior client consent. The firm does not vote client securities and does not have any material changes or disciplinary information to disclose. Clients receive regular account reviews and statements, and the firm does not accept prepayment of fees exceeding $1,200 in advance.