# Medora Value Equity, LLC

> Medora Value Equity, LLC is a state-registered investment advisory firm in Mobile, AL, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.

- CRD: 284184
- Filed as: MEDORA VALUE EQUITY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mobile, AL
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284184
- AdvisorCensus page: https://advisorcensus.com/firm/medora-value-equity-llc-mobile-al-284184

## Quick answers

**How is Medora Value Equity, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Medora Value Equity, 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.

**Where is Medora Value Equity, LLC located?**
Medora Value Equity, LLC's principal office is in Mobile, AL, according to its Form ADV.

**Is Medora Value Equity, LLC registered with the SEC or a state?**
Medora Value Equity, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284184.

**How much does Medora Value Equity, LLC manage?**
Medora Value Equity, LLC reports $20,000,000 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (100% discretionary).

**What types of clients does Medora Value Equity, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (17); individuals (other than high net worth individuals) (10); corporations or other businesses not listed above (1).

**Does Medora Value Equity, 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/284184

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $20,000,000
- Discretionary: $20,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $3,000,000 |
| High net worth individuals | 17 | $13,300,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $1,300,000 |
| Other | 1 | $2,400,000 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Medora Value Equity, LLC (CRD 284184): Form ADV filing data as of October 2026.