Cheviot Value Management, LLC
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 166291
- Registered since
- February 15, 2013
- Website
- cheviot.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.64%
- Individuals9.96%
- Pension & Profit Sharing Plans1.9%
- Charitable Organizations1.55%
- Corporations / Businesses0.95%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cheviot Value Management, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (initial registration year 2013) and serves both individual and family clients as well as institutional accounts. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Cheviot charges a mix of fee types—percentage of assets under management, hourly fees and fixed fees—and describes equities as a primary preference. The firm reports it does not position itself as an active ESG investor and it does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Public Funds/Mutual Funds27%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 155Active vs passive
$412M in ETFs
59%
$243M
40%
$169M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $101M | 1,002,516 | 24.51% |
Location
Beverly Hills, CA
Los Angeles
Location
Beverly Hills, CA
Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 433 N Camden Dr
- Time zone
- PT (UTC-8)
- Office locations
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