Fee-only adviser · New Canaan, CT
McClain Value Management, LLC
McClain Value Management, LLC is a fee-only investment adviser registered with the securities regulator of Connecticut, with its main office in New Canaan, Connecticut. On its latest Form ADV, filed June 22, 2026, it reports $39M in regulatory assets under management, 6 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Connecticut |
|---|---|
| Firm CRD number | 114074 · SEC file 801-66683 |
| Office | 125 Elm Street New Canaan, CT 06840 |
| Phone | (203) 966-3197 |
| Website | www.mcclainvalue.com |
| Regulatory assets under management | $39M |
| Individual clients | 0 non-high-net-worth, 6 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Other |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 22, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in New Canaan
- HTG Investment Advisors Inc $1.1B
- Gilman Hill Asset Management, LLC $1.2B
- Alexander Capital Advisors, LLC $104M
- RLR Capital Management, Inc. $8.9M
- Rangeley Capital, LLC $220M
See all 6 fee-only advisers in New Canaan →
Nearby
- Wilton 5 firms
- Norwalk 4 firms
- Pound Ridge 1 firm
- Darien 17 firms
- Georgetown 1 firm
- Rowayton 2 firms
- Stamford 30 firms
- Westport 21 firms
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