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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-04-2001
- Office Locations
- 1
Office Locations
About Mcclain Value Management, LLC
McClain Value Management is a boutique RIA led by Phillip C. McClain, CFA, managing discretionary portfolios for retail and institutional clients. The firm follows a contrarian value approach—buying out-of-favor, high-quality assets at depressed prices and giving them time to recover—while emphasizing alignment by investing alongside clients. Portfolios are primarily implemented with ETFs, with Charles Schwab as custodian.
Reported data analysis
What the numbers show
Between May 2, 2019 and June 29, 2020, reported AUM decreased 1.7%, from $91.7M to $90.1M.
Across 5 reported observations, AUM decreased 69.4% between March 29, 2016 and June 29, 2020, from $294.2M to $90.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 6 clients, or 6 clients per representative. That equates to $6.5M in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on June 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
PHILLIP CRANDALL MCCLAIN
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4430439
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,753,482 | $1,700,252 |
| Non-Discretionary | $0 | -- |
| Total | $38,753,482 | $1,700,252 |
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Separately Managed Accounts
SMA allocation detail is available
Mcclain Value Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2020
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Mcclain Value Management, LLC's 13F holdings detail is available for Q2 2020, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.