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David Aaron Horvitz

CHEVIOT VALUE MANAGEMENT, LLC·BEVERLY HILLS, California
Clean record19 years registeredCHEVIOT VALUE MANAGEMENT, LLC
433 NORTH CAMDEN DRIVE, BEVERLY HILLS, CA 90210CRD# 5385149Firm CRD# 166291

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Aaron Horvitz · BEVERLY HILLS, CA
Registration
CRD #5385149 · CHEVIOT VALUE MANAGEMENT, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

CHEVIOT VALUE MANAGEMENT, LLC
Feb 2013 – present
CHEVIOT VALUE MANAGEMENT, LLC
Jul 2007 – Feb 2013
SANTA MONICA, CA
02

Registrations & Exams

Registration record
First registered · July 16, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CHEVIOT VALUE MANAGEMENT, LLC
CRD 166291 · SEC 801-77652
AUM
$823M
Regulatory assets under management
Employees
5
1,095 client accounts
Services offered by CHEVIOT VALUE MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CHEVIOT VALUE MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does David Aaron Horvitz offer?
David Aaron Horvitz specializes in Financial Planning, Investment Management. Contact their office in BEVERLY HILLS, California for a consultation.
What are David Aaron Horvitz's credentials?
David Aaron Horvitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Aaron Horvitz located?
David Aaron Horvitz is based in BEVERLY HILLS, California, working with CHEVIOT VALUE MANAGEMENT, LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.
How does David Aaron Horvitz charge for services?
David Aaron Horvitz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHEVIOT VALUE MANAGEMENT, LLC?
CHEVIOT VALUE MANAGEMENT, LLC has approximately 5 employees and manages $823M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CHEVIOT VALUE MANAGEMENT, LLC

Darren Clay Pollock
BEVERLY HILLS, CA
James Maxwell Whiting
BEVERLY HILLS, CA

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