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CHEVIOT VALUE MANAGEMENT, LLC
CRD 166291 · SEC 801-77652
433 NORTH CAMDEN DRIVE, SUITE 800, BEVERLY HILLS, CA, 90210, United States
Phone
310-451-8600
Fax
310-451-7765
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.17B
Discretionary AUM
$1.17B
Team
7 total employees; 7 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)BUDGET COACHING SERVICES, INSURANCE CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 291 | $116.6M |
| High net worth individuals | 287 | $1.00B |
| Pension/profit sharing plans | 32 | $22.2M |
| Charitable organizations | 9 | $18.1M |
States served
AZ, AR, CA, CO, ID, MA, NE, NM, NY, OR, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD