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| Cheviot Value Management LLC
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|---|---|
| CRD # | 166291 |
| SEC # | 801-77652 |
| CIK # | 0001427147 |
| AUM | 1,170.4 M (2026-06-11) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 310-451-8600 |
| Address | 433 North Camden Drive Beverly Hills, CA 90210 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Agnico Eagle Mines Ltd | 83.4 | ||
| Alphabet Inc | 47.8 | ||
| Johnson & Johnson | 39.0 | ||
| Sprott Physical Gold & Silver Trust | 27.4 | ||
| Newmont Mining Corp /DE/ | 24.1 | ||
| Visa Inc | 23.6 | ||
| Facebook Inc | 23.2 | ||
| Microsoft Corp | 21.4 | ||
| Merck & Co Inc | 20.6 | ||
| Unilever PLC | 18.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 291 | 116.6 |
| (b) Individuals (high net worth individuals) | 287 | 1,002.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 32 | 22.2 |
| (h) Charitable organizations | 9 | 18.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 11.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,215 | 1,170.4 |
| By Discretionary | ||
| Discretionary | 1,215 | 1,170.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,215 | 1,170.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,170.4 | |
| Total | 1,215 | 1,170.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001427147] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Retail |
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|---|---|---|
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ETZ Advisory LLC
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1,144.1 M |