Catherine Siphron
Cheviot Value Management · Beverly Hills, California
Catherine Siphron is a fee-only financial advisor at Cheviot Value Management in Beverly Hills, California. Cheviot Value Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cheviot Value Management |
|---|---|
| Based in | Beverly Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.17B across 1,215 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8126720 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.cheviot.com |
How Catherine's firm compares
- Cheviot Value Management's average account is about $963,000, from its Form ADV (assets managed divided by 1,215 accounts).
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Questions about Catherine
Is Catherine Siphron a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Catherine holds no broker registration, and Cheviot Value Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Catherine charge for financial advice?
Catherine's firm, Cheviot Value Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Catherine Siphron based?
Catherine Siphron is based in Beverly Hills, California.
Is Catherine Siphron registered with the SEC?
Yes. Catherine Siphron is registered as an investment adviser representative in CA (CRD 8126720), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cheviot Value Management manage?
Cheviot Value Management reports $1.17B across 1,215 accounts in assets under management.
How do I contact Catherine Siphron?
Through Catherine's website, www.cheviot.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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