This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2013
- Office Locations
- 4
Office Locations
About Cheviot Value Management, LLC
Cheviot Value Management is an independent advisory firm established in 1985, managing personalized value-investing portfolios for individuals, retirement plans, and charitable foundations. The firm pairs investment management with ongoing planning guidance across retirement, estate, education funding, tax strategies, insurance coverage, cash flow analysis, and philanthropy/legacy planning. Clients can view portfolios via Schwab Alliance.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID AARON HORVITZ
--
- CRD
- #5385149
- Ownership
- 50% but less than 75%
MICHELLE RENEE HORVITZ
Principal
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 5 owners & executives
Unlock allContacts
MARTIN RIYAD IRANI
--
- CRD
- #1727352
Amanda Madison Leger
--
- CRD
- #8125568
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,170,417,135 | $963,306 |
| Non-Discretionary | $0 | -- |
| Total | $1,170,417,135 | $963,306 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing