Paul Matheson
Cheviot Value Management · Los Angeles, California
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.
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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 | $1.17B across 1,215 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 322750 |
| Exams passed | Series 63 (1986) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.cheviot.com |
How Paul'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 Paul
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.
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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