Chequers Financial Management Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.1B
- Clients
- 256
- Avg AUM / client
- $5.1M
- Accounts
- 1,449
- Employees
- 21
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 244 | $1.3B | 98.6% |
| Pension and profit sharing plans | 12 | $11.7M | 0.89% |
| Charitable organizations | Fewer than 5 clients | $6.8M | 0.52% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Megan Elise Gorman | Managing Member & Chief Compliance Officer | Nov 2015 (11y) | 75% or more | |
| Edward James Kearney | Member | Chartered Financial Consultant | Jan 2018 (9y) | 10% – 25% |
| Nicole Anne Tanenbaum | Member | Jan 2021 (6y) | 5% – 10% | |
| Rodney Rodriguez La Fleur | Registered representative | Aug 2024 (2y) | ||
| Reed William Mccue | Registered representative | Jul 2025 (1y) | ||
| Patricia Ann Delgrande | Registered representative | CFP | Oct 2025 (1y) | |
| Natalie Azmi Masarweh | Registered representative | Oct 2025 (1y) | ||
| Yukun Wang | Registered representative | Oct 2025 (1y) | ||
| Jakob Kekaimalu Adams | Registered representative | Oct 2025 (1y) | ||
| David Jeung Ow | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.3B (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗