Cheviot Value Management LLC

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Assets, Funds, Holdings

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CAFR Data
Cheviot Value Management LLC
CRD #166291
SEC #801-77652
CIK #1427147
AUM $357.2 MM (100% Disc, 100% US)
Employees4 (100% Investors, 0% Brokers)
Phone310-451-8600
Address9595 Wilshire Blvd
Beverly Hills, CA 90212
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
3753002251507502011201420172020
Sector Holding Cap ($MM) Value ($MM)
JNJ369,000.012.7
MSFT865,660.010.3
PFE230,400.09.3
AEM10,190.07.3
NEM17,820.06.0
LBRDK16,250.05.2
DWDP125,320.05.2
AAPL843,560.05.1
GG9,470.04.2
MKL13,440.03.8
View All
Holdings by Sector ($)
0.20.20.10.10.00.02014201620182020
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Lifecycle Financial Planners Inc
MI 0.4
Tilson Financial Group Inc
NJ 0.4
GFS Private Wealth LLC
FL 0.4
Wealthstar Advisors LLC
TX 0.4
Sentinus LLC
IL 0.4
Financial Management Group Inc
OH 0.4
Fulcrum Equity Management LLC
TX 0.4
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