MCF Advisors, LLC

RIASEC RegisteredEst. 2004

Total AUM

$4.7B

Discretionary

$3.5B

74% of AUM

Avg account

$621K

Accounts

7,540

Employees

Advisory reps

Firm details

Headquarters: Lexington, Kentucky
CRD number: 130372
Registered since: February 6, 2004
Website: mcfadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., EMPOWER
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI46.51%
Pension & Profit Sharing Plans39.55%
Individuals8.41%
Corporations / Businesses2.74%
Charitable Organizations2.45%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

MCF Advisors, LLC is an independent registered investment adviser formed in 2004 and organized as an LLC. The firm serves both individual and family clients as well as institutional investors and positions itself as a capital allocator that blends financial planning with portfolio management. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and selection of third‑party advisers. The firm also provides complementary business services through insurance brokerage and accounting capabilities. MCF Advisors uses a mix of fee arrangements — percentage of AUM, hourly and fixed fees are all part of its pricing menu. The snapshot flags the firm as not an active ESG investor. It is recorded as a sponsor/GP/managing member of pooled investment vehicles, and the firm received recognition from FA Magazine as a Top RIA Firm in 2020.