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They include 291 individual clients, 287 high-net-worth individuals, and 32 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 14 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cheviot Value Management offer?","answer":"Cheviot Value Management provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Cheviot Value Management charge?","answer":"Cheviot Value Management charges 0.50%–1.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"CHEVIOT ADV 2A AND 2B, filed 6 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cheviot Value Management use?","answer":"Cheviot Value Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.17B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cheviot Value Management have?","answer":"Cheviot Value Management has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cheviot Value Management invest in?","answer":"At the end of its last fiscal year, Cheviot Value Management’s separately managed accounts held 61% exchange-traded equities, 27% registered funds (mutual funds, ETFs, BDCs), 5% investment grade corporate bonds, 3% cash and equivalents, 2% U.S. government and agency bonds, 1% state and local bonds and 1% high-yield corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cheviot Value Management?","answer":"Cheviot Value Management’s direct owners are David Horvitz (50% to 75%), Darren Pollock (50% to 75%), the Horvitz Family Trust Dated 12/19/2006 (50% to 75%), the Horvitz Family Trust (50% to 75%), the Pollock Family Trust Dated 05/01/2011 (50% to 75%), the Pollock Family Trust (50% to 75%), Kim Pollock (50% to 75%) and Michelle Horvitz (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 14 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cheviot Value Management get paid?","answer":"Cheviot Value Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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