Houston, TX Office

Cheviot Value Management, LLC is a privately owned registered investment adviser that provides discretionary portfolio management and related services to individuals (including high‑net‑worth clients), trusts and estates, retirement plan participants, charitable organizations, and certain institutional clients. The firm also offers financial planning, budget coaching, insurance consultation through a third‑party platform, and occasional trading services for non‑managed accounts, and reports managing approximately $1.17 billion in client assets.

CVM follows a value‑oriented investment discipline grounded in fundamental analysis of equities and fixed income while generally using diversification to manage risk; portfolios may nonetheless be concentrated at times based on portfolio managers’ views. The firm employs a mix of strategies — including tactical asset allocation, cash as a strategic asset, absolute‑return techniques, and limited use of inverse/leveraged instruments and short positions for hedging — and provides ongoing monitoring and periodic rebalancing.

Noteworthy aspects disclosed in the brochure include the firm’s long history and continuity of ownership, a compact advisor team overseeing over $1 billion of assets (resulting in a relatively large AUM footprint per advisor), and a formal relationship with Schwab Advisor Services for custody and operational support. CVM also discloses use of paid lead‑generation platforms and access to a third‑party insurance platform, and its advisory team includes CFP® professionals and staff with outside professional roles that the firm documents.