Cheviot Value Management, LLC

Cheviot Value Management provides discretionary investment management, financial planning, and related advisory services to individuals, high net worth clients, trusts and estates, charitable organizations, and retirement-plan participants. The firm reports $1,170,417,135 in assets under management across 578 clients, supported by a seven-advisor team and operations from five offices.

The firm manages client portfolios with a value-oriented discipline and fundamental security analysis, implementing diversified allocations while permitting periods of concentration based on portfolio managers’ views. CVM routinely uses tactical asset allocation and may employ strategies such as cash-as-a-strategic-asset, absolute-return (long/short) approaches, and inverse/enhanced exchange-traded funds in addition to traditional equity and fixed-income investments.

Compared with many similarly sized team firms, CVM’s multi-office footprint and its $1.17 billion in AUM (managed by a seven-advisor team) translate into a relatively large asset base per advisor and a broader platform of services. The firm also integrates complementary offerings — including complimentary financial planning and budget coaching for clients meeting certain thresholds and access to an insurance-consultation platform used alongside its Black Diamond reporting and Schwab custody arrangement — which distinguish its service mix and operational structure from many peers.