Cheviot Value Management, LLC

Cheviot Value Management, LLC (CRD# 166291) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $822,972,737 in 1,095 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    823
    MILLION
  • Total Number of Accounts
    1,095
    ACCOUNTS
  • Average Account Value
    $751,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, NH, NY, OR, TX, VA, WA

Financial Advisors at Cheviot Value Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
David A. Horvitz
CRD#: 5385149
433 North Camden Drive, Suite 800, Beverly Hills, CA 90210

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.

2
Paul A. Matheson
CRD#: 322750
Los Angeles, CA

Paul Matheson (CRD# 322750) is an Investment Advisor Representative working at Cheviot Value Management, LLC in Los Angeles, CA and has over 37 years of experience in the finance industry.

3
Darren C. Pollock
CRD#: 2757976
433 North Camden Drive, Suite 800, Beverly Hills, CA 90210

Darren Pollock (CRD# 2757976) is an Investment Advisor Representative working at Cheviot Value Management, LLC in Beverly Hills, CA and has over 18 years of experience in the finance industry.

4
James M. Whiting
CRD#: 6901352
433 North Camden Drive, Suite 800, Beverly Hills, CA 90210

James Whiting (CRD# 6901352) is an Investment Advisor Representative working at Cheviot Value Management, LLC in Beverly Hills, CA and has over 6 years of experience in the finance industry.

5
Martin R. Irani
CRD#: 1727352
433 North Camden Drive, Suite 800, Beverly Hills, CA 90210

Martin Irani (CRD# 1727352) is an Investment Advisor Representative working at Cheviot Value Management, LLC in Beverly Hills, CA and has over 32 years of experience in the finance industry.

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