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 advisor formed in 2004 that positions itself as a capital allocator serving both high-net-worth individuals and institutional clients. The firm is organized as an LLC and combines advisory services with ancillary business lines — it operates as an insurance broker and provides accounting services alongside financial advice. Its advisory offerings include financial planning, portfolio management for individuals, small businesses and institutional clients, pension consulting and the selection of other advisers. Fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee options. The firm does not identify as an active ESG investor. MCF also takes on sponsor and general-partner roles for pooled vehicles and lists capital allocation and third-party manager selection among its activities. The firm was recognized by FA Magazine in 2020 as one of the Top RIA Firms.