MEV Value LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,108,974
Clients
24
21% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
TypicalAverage account size
$462,874
About
MEV Value LLC is a small independent advisory firm that manages investment accounts primarily for individual clients and provides discretionary and non‑discretionary portfolio management alongside financial planning. The firm reports roughly $11.1 million in assets under management and serves about two dozen clients as a single‑advisor practice.
Portfolios are built through an asset‑allocation process that evaluates active versus passive management and selects appropriate investment vehicles or sub‑advisers, with trades routed to third‑party brokers and custodians for execution and custody. The firm documents procedures intended to achieve best execution and regular account reviews, and maintains a code of ethics and personal‑trading rules (including pre‑clearance, blackout periods, and prohibitions on margin and certain short sales).
Compared with many solo independent advisers, MEV Value discloses several uncommon features: it states it may use performance‑based fee arrangements subject to “qualified client” and accredited investor standards, it will not accept proxy‑voting authority (clients receive proxies directly), and it maintains formal AML and social‑media archiving policies. The brochure also includes a specific cryptosecurity statement restricting certain cybersecurity/related investments and other detailed compliance procedures that are more fully articulated than is typical for many firms of this size.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Active portfolio management
Fee options
Fixed fees mentioned in SEC Form ADV Part 1 but no specific amounts detailed in brochure
Hourly charges mentioned in SEC Form ADV Part 1 but no specific rates detailed in brochure
Most active in
MEV Value LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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