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, SEC-registered registered investment adviser formed as an LLC in 2013. The firm serves both individual and family clients and institutional relationships, offering financial planning and portfolio management services geared toward individuals and small businesses. Its fee arrangements include AUM-based billing as well as hourly and fixed-fee engagements. Cheviot reports not being an active ESG investor and is not identified as a capital allocator or pension consultant in the available data.
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%
Contacts
3 of 10
James Whiting
Portfolio Manager, Financial AdvisorCRD 6901352
Paul Matheson
Investment ConsultantCRD 322750
David Horvitz
Financial PlannerCRD 5385149
Wealth 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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