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James Maxwell Whiting

CHEVIOT VALUE MANAGEMENT, LLC·BEVERLY HILLS, California
Series 65Clean record8 years registeredCHEVIOT VALUE MANAGEMENT, LLC
433 NORTH CAMDEN DRIVE, BEVERLY HILLS, CA 90210CRD# 6901352Firm CRD# 166291

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Maxwell Whiting · BEVERLY HILLS, CA
Registration
CRD #6901352 · CHEVIOT VALUE MANAGEMENT, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

CHEVIOT VALUE MANAGEMENT, LLC
Jan 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 29, 2018
Years registered · 8
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 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.
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David Aaron Horvitz
BEVERLY HILLS, CA
Darren Clay Pollock
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