# Maverick Value, LLC

> Maverick Value, LLC is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.

- CRD: 172985
- Filed as: MAVERICK VALUE, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172985
- AdvisorCensus page: https://advisorcensus.com/firm/maverick-value-llc-172985

## Quick answers

**How is Maverick Value, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Maverick Value, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Maverick Value, LLC registered with the SEC or a state?**
Maverick Value, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 172985.

**How much does Maverick Value, LLC manage?**
Maverick Value, LLC reports $14,490,440 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (100% discretionary).

**What types of clients does Maverick Value, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5); individuals (other than high net worth individuals) (3).

**Does Maverick Value, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/172985

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $14,490,440
- Discretionary: $14,490,440
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $277,266 |
| High net worth individuals | 5 | $14,213,174 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maverick Value, LLC (CRD 172985): Form ADV filing data as of October 2026.