Checks & Balances, Inc.
Checks & Balances, Inc. is an SEC-registered ria in Atlanta, GA with $251.1M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Checks & Balances, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 112145, SEC 801-60184, data through 2026-01-08.
- AUM (assets under management / regulatory AUM)
- $251.1M (2026-01-08)
- Firm type
- Ria
- Location
- Atlanta, GA
- Employees
- 1
- Clients
- 21
- CRD
- 112145
- Ownership
- MOORE, STARR; MAYNARD, FRANCES, GAIL; ROGERS, FRANCES, GAIL
How much AUM does Checks & Balances, Inc. have?
Checks & Balances, Inc. reported $251.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-08).
Who owns Checks & Balances, Inc.?
Disclosed owners and executives of Checks & Balances, Inc. include MOORE, STARR, MAYNARD, FRANCES, GAIL, ROGERS, FRANCES, GAIL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.