Cheviot Value Management, LLC

Cheviot Value Management, LLC (CRD# 166291) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $463,075,083 in 780 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
9595 Wilshire Blvd., Ph 1001, Beverly Hills, CA 90212
http://www.cheviotvalue.com
By the Numbers
  • Total Assets Under Management
    463
    MILLION
  • Total Number of Accounts
    780
    ACCOUNTS
  • Average Account Value
    $593,686
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, NH, NY, TX

Financial Advisors at Cheviot Value Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
David Horvitz, financial advisor Beverly Hills CA
David A. Horvitz
CRD#: 5385149
9595 Wilshire Blvd., Ph 1001, Beverly Hills, CA 90212

David Horvitz (CRD# 5385149) is an Investment Advisor Representative working at Cheviot Value Management, LLC in Beverly Hills, CA and has 1 year of experience in the finance industry. David Horvitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Darren Pollock, financial advisor Beverly Hills CA
Darren C. Pollock
CRD#: 2757976
9595 Wilshire Blvd., Ph 1001, Beverly Hills, CA 90212

Darren Pollock (CRD# 2757976) is an Investment Advisor Representative working at Cheviot Value Management, LLC in Beverly Hills, CA and has over 15 years of experience in the finance industry.

3
Susan Weiss, financial advisor Beverly Hills CA
Susan J. Weiss
CRD#: 2402045
9595 Wilshire Blvd., Ph 1001, Beverly Hills, CA 90212

Susan Weiss (CRD# 2402045) is an Investment Advisor Representative working at Cheviot Value Management, LLC in Beverly Hills, CA and has over 23 years of experience in the finance industry. Susan Weiss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
James Whiting, financial advisor Beverly Hills CA
James M. Whiting
CRD#: 6901352
9595 Wilshire Blvd., Ph 1001, Beverly Hills, CA 90212

James Whiting (CRD# 6901352) is an Investment Advisor Representative working at Cheviot Value Management, LLC in Beverly Hills, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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