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CHEVIOT VALUE MANAGEMENT, LLC

BEVERLY HILLS, CA · CRD 166291 · IAPD ↗ · 310-451-8600

$1.17BRegulatory AUM
7Advisory reps
7Employees
0Clients
More than 500Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — CHEVIOT VALUE MANAGEMENT, LLC notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
July 2026 — CHEVIOT VALUE MANAGEMENT, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
March 2026 — CHEVIOT VALUE MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
March 2026 — CHEVIOT VALUE MANAGEMENT, LLC grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
March 2026 — CHEVIOT VALUE MANAGEMENT, LLC crossed $1B in regulatory AUM ($963.3M -> $1.17B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
47
December 2025 — CHEVIOT VALUE MANAGEMENT, LLC notice-filed in AR, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — CHEVIOT VALUE MANAGEMENT, LLC added office(s): 0 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
November 2024 — CHEVIOT VALUE MANAGEMENT, LLC notice-filed in CO, FL, MA, NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.