Medora Value Equity, LLC

RIASEC Registered
Total AUM
$20M
Discretionary
$20M
100% of AUM
Avg account
$690K
Accounts
29
Employees
2
Advisory reps
1

Firm details

Headquarters
Mobile, Alabama
CRD number
284184
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI66.5%
  • Individuals15%
  • Other12%
  • Corporations / Businesses6.5%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Medora Value Equity, LLC is a small limited liability company that provides discretionary portfolio management to both individuals and institutional clients. The firm charges fees as a percentage of assets under management and focuses its advisory work on portfolio management for individuals, small businesses and for businesses or institutions. The adviser does not list ESG investing as an active focus, is not positioned as a capital allocator or pension consultant, and is not identified as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 87%, Cash & Cash Equivalents 13%87%
  • Exchange Traded Equities87%
  • Cash & Cash Equivalents13%

Contacts

1 of 1
  • Jordan Jones

    Jordan Jones

    Managing PartnerCRD 6658426

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Mobile, AL

Mobile

Location

Mobile, AL

Headquartered in Mobile, AL, anchoring the Mobile-Daphne-Fairhope, AL metro in the South.

Metro area
Mobile-Daphne-Fairhope, AL
Region
South
County
Mobile
Address
101 Dauphin St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth