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 organized as an LLC and operating since 2013. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals and small businesses. Its fee model includes asset-based fees alongside hourly and fixed-fee arrangements. Cheviot reports it is not an active ESG investor. The firm’s stated preference is equity-centered portfolio construction, with a material tilt toward exchange-traded equities. Cheviot also uses third-party managers for select alternative strategies, and holds mutual funds as part of its investment mix. Business activity appears concentrated on advisory relationships rather than acting as a capital allocator or pension consultant.
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 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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