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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

CHEVIOT VALUE MANAGEMENT, LLC

CRD 166291

BEVERLY HILLS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:74a0e482-61cd-0d23-6e91-e73e996238ef

Data as of Aug 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 7
On other graphs: 0
Observed: Feb 11, 2013 to Aug 14, 2026
41 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-08-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $146Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 7
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 1,215
Individual clients: 291
High net worth clients: 287
Custody, client assets: $167M
SEC number: 801-77652
CIK: 1427147
CRD: 166291
Filings on the tape: 41
First filed: Feb 11, 2013
Latest filed: Aug 14, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DARREN CLAY POLLOCK	n/a	Los Angeles, CA \| BEVERLY HILLS, CA	13	26	1	no
DAVID AARON HORVITZ	Certified Financial Planner	BEVERLY HILLS, CA	13	20	1	no
James Maxwell Whiting	Certified Financial Planner	BEVERLY HILLS, CA	8	26	n/a	no
PAUL ALLEN MATHESON	n/a	LOS ANGELES, CA \| BEVERLY HILLS, CA	3	40	2	no
MARTIN RIYAD IRANI	n/a	BEVERLY HILLS, CA	2	34	n/a	no
Catherine Spragge Siphron	n/a	Glendale, CA \| BEVERLY HILLS, CA	1	22	n/a	no
Amanda Madison Leger	n/a	BEVERLY HILLS, CA \| Bowling Green, KY	1	12	n/a	no
Ronald Joseph Briggs	n/a	BEVERLY HILLS, CA \| Houston, TX	0	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HORVITZ, DAVID, AARON	MANAGING MEMBER, TRUSTEE OF THE	D	yes	01/2013	Aug 14, 2026	Aug 14, 2026
HORVITZ, MICHELLE, RENEE	TRUSTEE OF THE HORVITZ FAMILY TRUST	D	yes	01/2013	Aug 14, 2026	Aug 14, 2026
POLLOCK, DARREN, CLAY	MANAGING MEMBER, PORTFOLIO MANAGER, TRUSTEE OF THE POLLOCK FAMILY TRUST	D	yes	01/2013	Aug 14, 2026	Aug 14, 2026
POLLOCK, KIM, LINNEA	TRUSTEE OF THE POLLOCK FAMILY TRUST	D	yes	01/2013	Aug 14, 2026	Aug 14, 2026
Whiting, James, Maxwell	CHIEF COMPLIANCE OFFICER	Na	yes	05/2023	Aug 14, 2026	Aug 14, 2026
THE HORVITZ FAMILY TRUST DATED 12/19/2006	Member	D	yes	01/2013	Mar 5, 2015	Oct 28, 2024
THE POLLOCK FAMILY TRUST DATED 05/01/2011	Member	D	yes	01/2013	Mar 5, 2015	Oct 28, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 6, 2026	$1.2B	$1.2B	7	7	4	n/a	n/a
2024	Feb 20, 2025	$963M	$963M	8	4	0	n/a	n/a
2023	Feb 23, 2024	$823M	$823M	5	4	0	n/a	n/a
2022	Mar 8, 2023	$676M	$676M	5	4	0	n/a	n/a
2021	Feb 24, 2022	$623M	$623M	4	3	0	n/a	n/a
2020	Mar 25, 2021	$534M	$534M	5	4	0	n/a	n/a
2019	Feb 12, 2020	$463M	$463M	5	4	0	n/a	n/a
2018	Feb 28, 2019	$357M	$357M	4	4	1	n/a	n/a
2017	Feb 13, 2018	$371M	$371M	5	4	1	n/a	n/a
2016	Feb 22, 2017	$328M	$328M	5	4	n/a	n/a	n/a
2015	Mar 1, 2016	$284M	$284M	5	4	n/a	n/a	n/a
2014	Mar 5, 2015	$261M	$261M	5	4	n/a	n/a	n/a
2013	Feb 5, 2014	$280M	$277M	4	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$963M	21.5%	$676M	20.1%	7	8	5	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BLACKRIDGE ASSET MANAGEMENT, LLC	2	Jul 23, 2025	Jul 29, 2025	BEVERLY HILLS, CA	Team lift out	RIA to ibd	25.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CLEARBRIDGE INVESTMENTS, LLC	2	Oct 7, 2020	Apr 5, 2024	NEW YORK, NY	Team lift out	RIA to RIA	5.1%

Relationships

Registered with (11)

← Ronald Joseph BriggsAdvisorregistration: current employment
Aug 27, 2026 to presentfactForm ADV
← Amanda Madison LegerAdvisorregistration: current employment
Aug 4, 2025 to presentfactForm ADV
← Catherine Spragge SiphronAdvisorregistration: current employment
Jul 1, 2025 to presentfactForm ADV
← MARTIN RIYAD IRANIAdvisorregistration: current employment
Dec 15, 2023 to presentfactForm ADV
← PAUL ALLEN MATHESONAdvisorregistration: current employment
Oct 1, 2022 to presentfactForm ADV
← James Maxwell WhitingAdvisorregistration: current employment
Jan 29, 2018 to presentfactForm ADV
← DARREN CLAY POLLOCKAdvisorregistration: current employment
Feb 15, 2013 to presentfactForm ADV
← DAVID AARON HORVITZAdvisorregistration: current employment
Feb 15, 2013 to presentfactForm ADV
← LINDA MICHELLE SHERMANAdvisorregistration: previous registration
Apr 5, 2024 to Jul 23, 2025factForm ADV
← JOY PREFER COHENAdvisorregistration: previous registration
Apr 5, 2024 to Jul 23, 2025factForm ADV
← DIXON KARMINDROAdvisorregistration: previous registration
Nov 6, 2013 to Oct 1, 2018factForm ADV

Moved with (2)

→ BLACKRIDGE ASSET MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Jul 23, 2025 to Jul 29, 2025factForm ADV
← CLEARBRIDGE INVESTMENTS, LLCRegistered adviser2 advisors, team lift out, same day
Oct 7, 2020 to Apr 5, 2024factForm ADV

Controls (7)

← POLLOCK, DARREN, CLAYOwnerMANAGING MEMBER, PORTFOLIO MANAGER, TRUSTEE OF THE POLLOCK FAMILY TRUST DATED 05/01/2011, ownership code D, individual
Feb 11, 2013 to Oct 28, 2024factForm ADV
← HORVITZ, DAVID, AARONOwnerMANAGING MEMBER, TRUSTEE OF THE HORVITZ FAMILY TRUST DATED 12/19/2006, ownership code D, individual
Feb 11, 2013 to Oct 28, 2024factForm ADV
← POLLOCK, KIM, LINNEAOwnerTRUSTEE OF THE POLLOCK FAMILY TRUST DATED 05/01/2011, ownership code D, individual
Mar 5, 2015 to Oct 28, 2024factForm ADV
← HORVITZ, MICHELLE, RENEEOwnerTRUSTEE OF THE HORVITZ FAMILY TRUST DATED 12/19/2006, ownership code D, individual
Mar 5, 2015 to Oct 28, 2024factForm ADV
← Whiting, James, MaxwellOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 1, 2023 to Oct 28, 2024factForm ADV
← THE HORVITZ FAMILY TRUST DATED 12/19/2006OwnerMEMBER, ownership code D, domestic entity
Mar 5, 2015 to Oct 28, 2024factForm ADV
← THE POLLOCK FAMILY TRUST DATED 05/01/2011OwnerMEMBER, ownership code D, domestic entity
Mar 5, 2015 to Oct 28, 2024factForm ADV

Dated events

Occurred
Jul 23, 2025
Team lift-out
2 advisors left Cheviot Value Management, LLC (Beverly Hills, CA) for Blackridge Asset Management, LLC on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Jul 23, 2025
Advisor changed firm
Linda Michelle Sherman left Cheviot Value Management, Llc for Blackridge Asset Management, Llc (registered 2025-07-29)
Form ADVobserved 5 days ago
Occurred
Jul 23, 2025
Advisor changed firm
Joy Prefer Cohen left Cheviot Value Management, Llc for Blackridge Asset Management, Llc (registered 2025-07-29)
Form ADVobserved 5 days ago
Occurred
Nov 1, 2023
Control person joined
Maxwell James Whiting (Chief Compliance Officer) appeared on Schedule A of Cheviot Value Management, Llc
Form ADVobserved 5 days ago
Occurred
Feb 12, 2020
Regulatory AUM changed
Cheviot Value Management, Llc reported RAUM $463.1M, up 30% from $357.2M (2019-04-01 to 2020-02-12)
Form ADVobserved 5 days ago
$106M
Occurred
Feb 11, 2013
Succession filed (Item 4)
Cheviot Value Management, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Feb 11, 2013
First Form ADV filing
Cheviot Value Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:74a0e482-61cd-0d23-6e91-e73e996238ef
First observed: Feb 11, 2013
Last observed: Aug 14, 2026 37 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CHEVIOT VALUE MANAGEMENT, LLC

CRD 166291

BEVERLY HILLS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:74a0e482-61cd-0d23-6e91-e73e996238ef

Data as of Aug 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:36 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DARREN CLAY POLLOCK

n/a

Los Angeles, CA | BEVERLY HILLS, CA

DAVID AARON HORVITZ

Certified Financial Planner

BEVERLY HILLS, CA

James Maxwell Whiting

Certified Financial Planner

BEVERLY HILLS, CA

n/a

PAUL ALLEN MATHESON

n/a

LOS ANGELES, CA | BEVERLY HILLS, CA

MARTIN RIYAD IRANI

n/a

BEVERLY HILLS, CA

n/a

Catherine Spragge Siphron

n/a

Glendale, CA | BEVERLY HILLS, CA

n/a

Amanda Madison Leger

n/a

BEVERLY HILLS, CA | Bowling Green, KY

n/a

Ronald Joseph Briggs

n/a

BEVERLY HILLS, CA | Houston, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HORVITZ, DAVID, AARON

MANAGING MEMBER, TRUSTEE OF THE

yes

01/2013

Aug 14, 2026

HORVITZ, MICHELLE, RENEE

TRUSTEE OF THE HORVITZ FAMILY TRUST

yes

01/2013

Aug 14, 2026

POLLOCK, DARREN, CLAY

MANAGING MEMBER, PORTFOLIO MANAGER, TRUSTEE OF THE POLLOCK FAMILY TRUST

yes

01/2013

Aug 14, 2026

POLLOCK, KIM, LINNEA

TRUSTEE OF THE POLLOCK FAMILY TRUST

yes

01/2013

Aug 14, 2026

Whiting, James, Maxwell

CHIEF COMPLIANCE OFFICER

yes

05/2023

Aug 14, 2026

THE HORVITZ FAMILY TRUST DATED 12/19/2006

Member

yes

01/2013

Mar 5, 2015

Oct 28, 2024

THE POLLOCK FAMILY TRUST DATED 05/01/2011

Member

yes

01/2013

Mar 5, 2015

Oct 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 6, 2026

$1.2B

n/a

2024

Feb 20, 2025

$963M

n/a

2023

Feb 23, 2024

$823M

n/a

2022

Mar 8, 2023

$676M

n/a

2021

Feb 24, 2022

$623M

n/a

2020

Mar 25, 2021

$534M

n/a

2019

Feb 12, 2020

$463M

n/a

2018

Feb 28, 2019

$357M

n/a

2017

Feb 13, 2018

$371M

n/a

2016

Feb 22, 2017

$328M

n/a

2015

Mar 1, 2016

$284M

n/a

2014

Mar 5, 2015

$261M

n/a

2013

Feb 5, 2014

$280M

$277M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$963M

21.5%

$676M

20.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BLACKRIDGE ASSET MANAGEMENT, LLC

Jul 23, 2025

Jul 29, 2025

BEVERLY HILLS, CA

Team lift out

RIA to ibd

25.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CLEARBRIDGE INVESTMENTS, LLC

Oct 7, 2020

Apr 5, 2024

NEW YORK, NY

Team lift out

RIA to RIA

5.1%