James Whiting
Cheviot Value Management · Beverly Hills, California
James Whiting is a fee-only financial advisor at Cheviot Value Management in Beverly Hills, California, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6901352 |
| Exams passed | Series 65 (2018) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.cheviot.com |
How James'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 James
Is James Whiting a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, Cheviot Value Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Whiting based?
James Whiting is based in Beverly Hills, California.
What credentials does James Whiting hold?
James Whiting holds the CFP credential.
Is James Whiting registered with the SEC?
Yes. James Whiting is registered as an investment adviser representative in CA and TX (CRD 6901352), 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 James Whiting?
Through James'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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