CHEVIOT VALUE MANAGEMENT, LLC

433 North Camden Drive
Suite 800
Beverly Hills, California 90210
Tel: 310-451-8600

About CHEVIOT VALUE MANAGEMENT, LLC

CHEVIOT VALUE MANAGEMENT, LLC, formally registered with the SEC as CHEVIOT VALUE MANAGEMENT, LLC. The firm was established in 02/15/2013. They have over 1 offices throughout the country.

CHEVIOT VALUE MANAGEMENT, LLC is a Beverly Hills, California based Financial Planning firm with nearly $963,340,637 assets under management, offering retirement planning & investment advisory services to 1216 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166291
SEC#	801-77652
Assets Managed by Firm	$963,340,637
No. of Clients	1216
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (BUDGET COACHING SERVICES, INSURANCE CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1216	$963,340,637
Individuals (other than high net worth individuals)	273	$260,827,109
High net worth individuals	216	$671,825,597
Pension and profit sharing plans	5	$10,007,617
Charitable organizations	Fewer than 5 clients	$11,386,698
Corporations or other businesses	Fewer than 5 clients	$9,293,616

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