Cheviot Value Management, LLC
Beverly Hills, CA·SEC-registered · CRD #166291
Cheviot Value Management, LLC is an SEC-registered investment advisory firm in Beverly Hills, CA managing $1.2B across 1.2k client accounts, with 7 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
1.2k
Advisory staff
7
Fee model
Fee-based
How Cheviot Value Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Cheviot Value Management, LLC
How much does Cheviot Value Management, LLC manage?
Per its most recent SEC Form ADV filing (06/11/2026), Cheviot Value Management, LLC reports $1.2B in regulatory assets under management across roughly 1.2k client accounts.
How does Cheviot Value Management, LLC charge?
Cheviot Value Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Cheviot Value Management, LLC a fiduciary?
Yes. Cheviot Value Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #166291), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Cheviot Value Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Cheviot Value Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Cheviot Value Management, LLC's public SEC Form ADV filing (CRD #166291, filed 06/11/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cheviot Value Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Cheviot Value Management, LLC? Claim this profile.