# CHEQUERS FINANCIAL MANAGEMENT LLC

CHEQUERS FINANCIAL MANAGEMENT LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 175209
- Type: SEC-registered investment adviser
- SEC file number: 801-107158
- Location: 434 JACKSON STREET, SUITE A, SAN FRANCISCO, CA, 94111
- Phone: 415-964-5001
- Latest filing: 2026-03-30
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $172.3M
- Clients: 21
- Accounts: 1,449

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| [Megan Elise Gorman](https://search.stillhousedata.com/person/712904) | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| [Edward James Kearney](https://search.stillhousedata.com/person/712905) | MEMBER | — |
| [Nicole Anne Tanenbaum](https://search.stillhousedata.com/person/712906) | MEMBER | — |
| [POWELL THOMAS EDWARD](https://search.stillhousedata.com/person/728119) | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; OWNER | — |
| [KEARNEY WILLIAM JAMES](https://search.stillhousedata.com/person/768134) | MEMBER | — |
| [POWELL MARK E](https://search.stillhousedata.com/person/831370) | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| [GORMAN MEGAN ELISE](https://search.stillhousedata.com/person/836797) | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| [Tanenbaum Nicole Anne](https://search.stillhousedata.com/person/866567) | MEMBER | — |
| [Reed William Mccue](https://search.stillhousedata.com/person/1000317) | MEMBER | — |
| [David Jeung Ow](https://search.stillhousedata.com/person/1000318) | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/175209/brochure
- Similar advisers: https://search.stillhousedata.com/firm/175209/similar
- Related entities: https://search.stillhousedata.com/firm/175209/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/175209

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.