Overview
Assets Under Management: $963 million
Headquarters: BEVERLY HILLS, CA
High-Net-Worth Clients: 216
Average Client Assets: $3 million
Frequently Asked Questions
CHEVIOT VALUE MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166291), CHEVIOT VALUE MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CHEVIOT VALUE MANAGEMENT, LLC is headquartered in BEVERLY HILLS, CA.
CHEVIOT VALUE MANAGEMENT, LLC serves 216 high-net-worth clients according to their SEC filing dated August 29, 2025. View client details ↓
According to their SEC Form ADV, CHEVIOT VALUE MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CHEVIOT VALUE MANAGEMENT, LLC manages $963 million in client assets according to their SEC filing dated August 29, 2025.
According to their SEC Form ADV, CHEVIOT VALUE MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 216
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.74
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,216
Discretionary Accounts: 1,216
Regulatory Filings
CRD Number: 166291
Filing ID: 2013186
Last Filing Date: 2025-08-29 11:30:00
Website: https://cheviot.com