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 and registered with the SEC in 2013. It serves a mix of individual and family clients alongside institutional relationships, offering financial planning and portfolio management focused on individuals and small businesses. The firm bills through a combination of percentage-of-AUM fees as well as hourly and fixed-fee engagements. The firm’s snapshot indicates it is not designated as an active ESG investor. While the advisor’s profile does not classify it as a multi-state adviser, Cheviot maintains a presence beyond a single office (see Location & Offices). Ownership is listed as a combination of a domestic entity and individual interests.
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 9
Paul Matheson
Investment ConsultantCRD 322750
Martin Irani
Financial AdvisorCRD 1727352
Catherine Siphron
Financial AdvisorCRD 8126720
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 150Active vs passive
$415M in ETFs
59%
$244M
40%
$171M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $108M | 1,068,008 | 25.91% |
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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