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Checks & Balances
Checks & Balances was established in 1997 by Joe Rogers Jr. The firm grew from professional services wealth tied to accounting and daily money management.
Checks & Balances
Checks & Balances was established in 1997 by Joe Rogers Jr. The firm grew from professional services wealth tied to accounting and daily money management. It serves affluent families while preserving discretion aligned to each client's objectives. The firm supplies investment oversight, bill-pay services, tax coordination, and estate-planning administration. It operates as a multi-family office without public disclosure of specific holdings or co-investors. All activity remains confined to North America. Joe Rogers Jr. also chairs Waffle House Inc. Lee Nunnally serves as vice president at WH Capital LLC. Al Trujillo holds the presidency of the Georgia Tech Foundation. Frances G. Rogers participates as co-trustee across multiple entities.
General information
Firm type
Multi Family Office
Year founded
1997
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Atlanta, GA, United States
Principals
Joe Rogers Jr.
Founder
Lee Nunnally
Business Partner
Al Trujillo
Business Partner
Frequently asked questions
Who runs investment decisions at Checks & Balances?
Joe Rogers Jr. founded the firm and maintains oversight alongside business partners Lee Nunnally and Al Trujillo.
Where does the underlying wealth come from?
The firm originated from professional services wealth earned through accounting and daily money-management.
How is Checks & Balances related to Waffle House?
Founder Joe Rogers Jr. serves as chairman of Waffle House Inc. and maintains family ties through Frances G. Rogers.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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