# Paul Matheson

> Paul Matheson is a fee-only financial advisor at Cheviot Value Management in Los Angeles, California. Cheviot Value Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/paul-matheson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Cheviot Value Management
- **Based in:** Los Angeles, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.17B across 1,215 accounts
- **CRD:** 322750 (https://adviserinfo.sec.gov/individual/summary/322750)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1986)
- **Firm size:** 7 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.cheviot.com

## Frequently asked questions

### Is Paul Matheson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Paul 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 Paul charge for financial advice?

Paul's firm, Cheviot Value Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Paul Matheson based?

Paul Matheson is based in Los Angeles, California.

### Is Paul Matheson registered with the SEC?

Yes. Paul Matheson is registered as an investment adviser representative in CA and TX (CRD 322750), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### 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 Paul Matheson?

Through Paul's website, www.cheviot.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/322750): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.
