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CHEVIOT VALUE MANAGEMENT, LLC
CRD 166291File 801-77652
APPROVED
Retail clients
Custody
Filing as of Aug 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.17B
Above cohort median (national)
Discretionary AUM
$1.17B
Clients
619
1,215 accounts
Employees
7
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 15, 2013
- Principal office
- 433 NORTH CAMDEN DRIVE, SUITE 800, BEVERLY HILLS, CA, 90210
- Phone
- 310-451-8600
- Website
- https://www.cheviot.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.17B
- Discretionary AUM
- $1.17B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,215
- Non-discretionary accounts
- 0
- Total accounts
- 1,215
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $11.1M |
| Charitable organizations | 9 | $18.1M |
| High net worth individuals | 287 | $1.00B |
| Pension and profit sharing plans | 32 | $22.2M |
| Individuals (other than high net worth individuals) | 291 | $116.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 8 | 7 | decreased by1 |
| Mar 1, 2026 | Clients | 494 | 619 | increased by125 |
| Mar 1, 2026 | AUM | $963,340,637 | $1,170,417,135 | increased by$207,076,498 |
| Mar 1, 2026 | Accounts | 1,216 | 1,215 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 8 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 398 | 494 | increased by96 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $622,693,979 | $963,340,637 | increased by$340,646,658 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 864 | 1,216 | increased by352 |
| Mar 1, 2022 | Employees | 5 | 4 | decreased by1 |
| Mar 1, 2022 | Clients | 372 | 398 | increased by26 |
| Mar 1, 2022 | AUM | $533,534,398 | $622,693,979 | increased by$89,159,581 |
| Mar 1, 2022 | Accounts | 833 | 864 | increased by31 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CHEVIOT VALUE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHEVIOT VALUE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.