MCCLAIN VALUE MANAGEMENT, LLC
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
FINTRXOverview
McClain Value Management, LLC is a small, SEC-registered investment adviser organized as a limited liability company and operating with an owner-managed structure. The firm focuses on portfolio management for individuals, small businesses and institutional/business clients. Its stated fee model includes asset-based fees (percentage of AUM) alongside other fee arrangements. McClain Value Management does not position itself as an ESG specialist, is not registered as a multi-state adviser, and does not identify as a pension consultant or related adviser. Investment activity shows a clear equity orientation: the firm prefers exchange-traded equities as its primary allocation vehicle. Advisory activity is concentrated and boutique in scale, consistent with a client roster that is narrow and relationship-driven rather than a broad retail base.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Cash & Cash Equivalents12%
- Public Funds/Mutual Funds6%
Contacts
1 of 1PHILLIP MCCLAIN
Managing PartnerCRD 4430439
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEW CANAAN, CT
FAIRFIELD
Location
NEW CANAAN, CT
Headquartered in NEW CANAAN, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 175 Elm St
- Time zone
- ET (UTC-5)
- Office locations
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