Paul
Matheson

Cheviot Value Management, LLC

CRD#322750
Investment Advisor
in Los Angeles, CA

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About this Advisor

Paul Matheson is a financial advisor working out of Los Angeles, California with 1 year of relevant experience. Matheson is on the advisory team at Cheviot Value Management, LLC. Throughout their career, Matheson has worked at Wedbush Morgan Securities and Cheviot Value Management, LLC. Matheson holds a Series 63 license, qualifying them as a securities broker, and is registered to serve investors in California and Texas. Cheviot Value Management, LLC is a registered investment company that has its headquarters in Beverly Hills, CA. It handles $676 million in total assets between its 955 accounts, placing it among the bigger firms in the country by assets under management. Of its 955 accounts, 38% are associated with high-net-worth clients who have greater than $1 million in assets. Cheviot Value Management, LLC performs a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees largely are based on which service is offered. Fee types billed by Cheviot Value Management, LLC most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Los Angeles, CA

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Cheviot Value Management, LLC Brokerage Details

Total Assets Under Management

$676,410,904

CA Average: $7,578,581,321
Total Number of Employees

5

CA Average: 43
Total Number of Accounts

955

CA Average: 3,727
Average Account Size

$708,284

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Paul Matheson Work History

Paul has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cheviot Value Management, LLC

2009 - 2022 (13 years)

Wedbush Morgan Securities

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Paul Matheson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cheviot Value Management, LLC

Paul Matheson
Los Angeles, CA
David Horvitz
Beverly Hills, CA
James Whiting
Beverly Hills, CA
Darren Pollock
Beverly Hills, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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