James M. Whiting

CHEVIOT VALUE MANAGEMENT

Beverly Hills, CA 90210

Some features on this profile are disabled

CRD#: 6901352

Professional summary

James Maxwell Whiting, CFP®, who also goes by Jim Whiting, is a registered financial advisor currently at CHEVIOT VALUE MANAGEMENT, LLC located in Beverly Hills, California.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. James has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim Whiting

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Topo Gameboard, not investment-related, 1262 Ruberta Ave, Glendale CA 91201, robotics-related, owner/founder, since 03/2017, approx 1 hr/mo., apparatus development & marketing.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Maxwell Whiting's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

January 29, 2018 - Present

CHEVIOT VALUE MANAGEMENT, LLC

Office #1: 433 North Camden Drive Suite 800, Beverly Hills, CA 90210

RIA

CRD#: 166291

Beverly Hills, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHEVIOT VALUE MANAGEMENT, LLC

CRD#: 166291 / SEC#: 801-77652

RIA

Registered Investment Advisory firm - (2/15/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/29/2018)

IAR

Texas
(11/5/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/8/2018

Uniform Investment Adviser Law Examination

Current Firm

CHEVIOT VALUE MANAGEMENT, LLC

CRD#: 166291 / SEC#: 801-77652

RIA

Registered Investment Advisory firm - (2/15/2013 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

433 North Camden Drive Suite 800, Beverly Hills, CA 90210

Mailing Address

Phone number

(310) 451-8600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHEVIOT ADV 2A AND 2B (9/26/2025)

Regulatory assets under management

Total Number of Accounts	1,216
AUM (Assets Under Management)	$ 963,340,637

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Danielle Barrios

MORGAN STANLEY

IAR

Beverly Hills, CA

Jon Neuhaus

MORGAN STANLEY

IAR

El Segundo, CA

John Powell

EQUITABLE ADVISORS, LLC

IAR

Los Angeles, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

James M. Whiting

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Maxwell Whiting's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHEVIOT VALUE MANAGEMENT, LLC

Primary Firm SEC Registration

CHEVIOT VALUE MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/8/2018

Current Firm

CHEVIOT VALUE MANAGEMENT, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHEVIOT VALUE MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors