Cheviot Value Management, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 619
- Avg AUM / client
- $1.9M
- Accounts
- 1,215
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jun 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 291 | $117M | 9.96% |
| High net worth individuals | 287 | $1.0B | 85.6% |
| Pension and profit sharing plans | 32 | $22.2M | 1.9% |
| Charitable organizations | 9 | $18.1M | 1.55% |
| Corporations and other businesses | Fewer than 5 | $11.1M | 0.95% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Scpmg Keogh Plan Southern California Permanente Medical Group | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Darren Clay Pollock | Managing Member, Portfolio Manager, Trustee Of The Pollock Family Trust Dated 05/01/2011 | Jan 2013 (14y) | 50% – 75% | |
| David Aaron Horvitz | Managing Member, Trustee Of The Horvitz Family Trust Dated 12/19/2006 | CFP | Jan 2013 (14y) | 50% – 75% |
| Horvitz, Michelle, Renee | Trustee Of The Horvitz Family Trust Dated 12/19/2006 | Jan 2013 (14y) | 50% – 75% | |
| Pollock, Kim, Linnea | Trustee Of The Pollock Family Trust Dated 05/01/2011 | Jan 2013 (14y) | 50% – 75% | |
| James Maxwell Whiting | Chief Compliance Officer | CFP | Jan 2018 (9y) | Less than 5% |
| Paul Allen Matheson | Registered representative | Oct 2022 (4y) | ||
| Martin Riyad Irani | Registered representative | Dec 2023 (3y) | ||
| Catherine Spragge Siphron | Registered representative | Jul 2025 (1y) | ||
| Amanda Madison Leger | Registered representative | Aug 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Horvitz Family Trust Dated 12/19/2006 | Member | Jan 2013 | A | 50% – 75% |
| The Pollock Family Trust Dated 05/01/2011 | Member | Jan 2013 | A | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Scpmg Keogh Plan | Southern California Permanente Medical Group | 11,088 | $7.9B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 956 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.2B (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗