Cheviot Value Management, LLC
Cheviot Value Management, LLC is an independent financial advisory and investment management firm headquartered in Santa Monica, California. Founded in 1985, Cheviot specializes in managing personalized investment portfolios for individuals, retirement plans, and charitable foundations, emphasizing value investing principles. The firm also advises clients in retirement, estate, tax planning, philanthropy, and other areas of comprehensive wealth management. Cheviot is a completely independent SEC-registered investment adviser, employing around 8 professionals as of 2025, and is dedicated to protecting and enhancing clients’ wealth through disciplined value strategies.
Investment Strategy
Cheviot Value Management focuses on value investing, managing portfolios with the objectives of protecting and increasing clients’ wealth. Their investment strategy is inspired by Warren Buffett’s principles: 'Don’t lose money' and 'Don’t forget rule number one.' Cheviot personalizes portfolios for individuals, retirement plans, and foundations, seeking investments that are undervalued relative to their intrinsic worth, and diversifies across asset classes to manage risk. Alongside investment advice, the firm offers integrated financial planning tailored to each client’s situation.
Top Holdings
Equity Positions (426)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 12.79% | $111.5M | 239,673 | $144.10 | $485.77 | -$12.3M |
S SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 10.03% | $87.4M | 870,273 | $100.67 | $100.69 | +$10.9M |
A AEM | AGNICO EAGLE MINES LTD COM | 7.44% | $64.9M | 478,533 | $47.66 | $118.93 | +$9.6M |
G GOOGL | ALPHABET INC CAP STK CL A | 4.67% | $40.8M | 202,427 | $74.78 | $176.23 | +$7.1M |
T TOTL | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF | 4.49% | $39.1M | 977,509 | $40.29 | $40.11 | +$684.0K |