Mcclain Value Management, LLC

RIASEC RegisteredEst. 2006

Total AUM

$38.8M

Discretionary

$38.8M

100% of AUM

Avg account

$1.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New Canaan, Connecticut
CRD number: 114074
Registered since: May 4, 2006
Website: mcclainvalue.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: HNWI59.07%
Charitable Organizations40.85%
Individuals0.09%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mcclain Value Management, LLC is a small, SEC-registered investment advisory firm organized as an LLC and founded in 2006. The firm is owner-operated and serves primarily individual and family clients, while also offering portfolio management services to small businesses and institutional clients. Its compensation model includes a percentage-of-assets-under-management component plus other fee arrangements. The firm does not characterize itself as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related adviser.