CHEVIOT VALUE MANAGEMENT, LLC

CRD 166291File 801-77652

APPROVED

Retail clients

Custody

Filing as of Aug 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.17B

Above cohort median (national)

Discretionary AUM

$1.17B

Clients

619

1,215 accounts

Employees

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://x.com/Cheviotinvests

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.