Maverick Value, LLC

Overview

Maverick Value, LLC is a small, equity-focused advisory firm that manages portfolios for individuals and small businesses on a fee basis tied to assets under management. The firm’s stated preference is equities, and its reported asset mix shows a near-exclusive use of exchange-traded securities as the core of client portfolios. Maverick Value positions itself to serve a limited number of higher-net-worth clients, delivering discretionary portfolio management rather than broad institutional solutions. The adviser does not flag ESG as an active consideration and operates as a single-state, individually owned LLC.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices