# McClain Value Management, LLC

> McClain Value Management, LLC is a state-registered investment advisory firm in New Canaan, CT, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 22, 2026.

- CRD: 114074
- Filed as: MCCLAIN VALUE MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New Canaan, CT
- Filing period: October 2026
- Form ADV filing dated: June 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/114074
- AdvisorCensus page: https://advisorcensus.com/firm/mcclain-value-management-llc-new-canaan-ct-114074

## Quick answers

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

**Where is McClain Value Management, LLC located?**
McClain Value Management, LLC's principal office is in New Canaan, CT, according to its Form ADV.

**Is McClain Value Management, LLC registered with the SEC or a state?**
McClain Value Management, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 114074.

**How much does McClain Value Management, LLC manage?**
McClain Value Management, LLC reports $38,753,482 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (100% discretionary).

**What types of clients does McClain Value Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6).

**Does McClain Value Management, 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/114074

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $38,753,482
- Discretionary: $38,753,482
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $34,155 |
| High net worth individuals | 6 | $22,890,201 |
| Charitable organizations | Fewer than 5 | $15,829,126 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mcclainvalue.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McClain Value Management, LLC (CRD 114074): Form ADV filing data as of October 2026.