BEVERLY HILLS, CACRD 166291Latest ADV February 6, 2026
Cheviot Value Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beverly Hills, CA. Its latest Form ADV filing, dated February 6, 2026, reports $1.2B in regulatory assets under management, 7 employees, 4 offices, and 1,215 accounts.
Assets Under Management
$1.2B
Employees
7
Offices
4 offices
Total Clients
619
Primary office
BEVERLY HILLS, CA
433 NORTH CAMDEN DRIVE, SUITE 800, BEVERLY HILLS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 47.0% of total clients.
Top client categories% of clientsClients
1
Individuals
47.0%
291
2
HNWI
46.4%
287
3
Pension Plans
5.2%
32
4
Charitable
1.5%
9
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of February 6, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.2B
Total Accounts1,215
10Y AUM Change+$843M (+257.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee88:1
10Y Employee Change+2 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.