RIA Intel›Advisers›Alabama›MEDORA VALUE EQUITY, LLC

MEDORA VALUE EQUITY, LLC

Advisory

MOBILE, AL

Data as of Mar 29, 2026 · Source: SEC Form ADV

Average account
$690K
across 29 accounts
AUM per adviser
$20M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM
$20M
Discretionary %
100%
Clients
29
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$20M
Discretionary AUM$20M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients29
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAL, NY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AL

Closest by assets under management. All figures from Form ADV.

MCNARON GROUP, INC.
ANNISTON, AL
$21M
STOCKBRIDGE WEALTH PARTNERS, LLC
BIRMINGHAM, AL
$19M
THE MCGRIFF ALLIANCE, INC.
BIRMINGHAM, AL
$21M
KAIROS ASSET ADVISORY, LLC
MOBILE, AL
$19M
CAHABA CAPITAL ADVISORS, LLC
$22M
FIDELIS CAPITAL, LLC
BIRMINGHAM, AL
$18M
-32.9% 1Y

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