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Ronald Joseph Briggs

CHEVIOT VALUE MANAGEMENT
Houston, TX
·CRD# 8258960·1 year experience

Professional Summary

Ronald Joseph Briggs, who also goes by R.j. Briggs, is a registered financial advisor currently at CHEVIOT VALUE MANAGEMENT, LLC located in Houston, Texas. Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Ronald has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

R.j. Briggs

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

CHEVIOT VALUE MANAGEMENT, LLC·CRD# 166291
RIA
Houston, TX
August 27, 2026 - Present

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Current Firm

CV
CHEVIOT VALUE MANAGEMENT, LLC

CHEVIOT VALUE MANAGEMENT, LLC

CRD#: 166291 / SEC#: 801-77652
RIA
Registered Investment Advisory firm - SEC (2/15/2013 Approved)

Contact Information

Main Address

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

Phone Number

(310) 451-8600

# of Employees

7

SEC notice filing (16 States and Territories)

Registered to provide investment advisory services in 16 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CHEVIOT ADV 2A AND 2B (5/6/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,215

AUM (Assets Under Management)

$1,170,417,135

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Tokio Marine - HCC; not investment-related; 13403 Northwest Fwy, Houston, TX 77040; Insurance Company; Lead Risk Modeler; Since 5/4/2026; 80 hours per month during securities trading hours; Review portfolios of casualty and cyber insurance policies to support enterprise risk management.

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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".
CV
CHEVIOT VALUE MANAGEMENT, LLC

CHEVIOT VALUE MANAGEMENT, LLC

CRD#: 166291 / SEC#: 801-77652
RIA
Registered Investment Advisory firm - SEC (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.
IAR
Texas
(8/27/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2026About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Ronald Joseph Briggs's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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