AdvisorOS Directory
Claim Profile
JW

James Maxwell Whiting

CHEVIOT VALUE MANAGEMENT, LLC·BEVERLY HILLS, California
Unclaimed Profile
433 NORTH CAMDEN DRIVE, BEVERLY HILLS, CA 90210CRD# 6901352Firm CRD# 166291
01

About

James Maxwell Whiting is a registered financial advisor based in BEVERLY HILLS, California, affiliated with CHEVIOT VALUE MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CHEVIOT VALUE MANAGEMENT, LLC
CHEVIOT VALUE MANAGEMENT, LLC
AUM
$823M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CHEVIOT VALUE MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6901352
Firm CRD# 166291
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BEVERLY HILLS?

Browse all registered financial advisors in BEVERLY HILLS, California or claim this profile if it's yours.

Browse BEVERLY HILLS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Maxwell Whiting offer?
James Maxwell Whiting specializes in Financial Planning, Investment Management. Contact their office in BEVERLY HILLS, California for a consultation.
What are James Maxwell Whiting's credentials?
James Maxwell Whiting is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Maxwell Whiting located?
James Maxwell Whiting 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 James Maxwell Whiting charge for services?
James Maxwell Whiting'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BEVERLY HILLS
David Aaron Horvitz — CHEVIOT VALUE MANAGEMENT, LLCDarren Clay Pollock — CHEVIOT VALUE MANAGEMENT, LLCRobert Scott Ellin — TRINAD CAPITAL MANAGEMENT, LLCWayne Duband — LEONES CAPITAL ADVISORS, LLCRichard Daniel Tabizon — NMS CAPITAL ASSET MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile