MCF Advisors, LLC
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
FINTRXOverview
MCF Advisors, LLC is an independent registered investment adviser formed in 2004 that serves both individuals and institutional clients and acts as a capital allocator. The firm provides financial planning, discretionary and nondiscretionary portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of outside advisers. Additional business lines include insurance brokerage and accounting services. MCF identifies as not being an active ESG investor. Fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagement options. The firm was listed on FA Magazine’s Top RIA Firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds44%
- Cash & Cash Equivalents4%
- US Government Bonds2%
- Other2%
Owners & executives
2 of 2
David Harris
CEOCRD 1235595
Brittany Manning
Chief Operating OfficerCRD 6424315
Contacts
3 of 31
Peter Bryans
Senior Investment AnalystCRD 6585032
Brittany Hiett
Client AssociateCRD 7748119
Jeffrey Jennings
Sr. Financial AdvisorCRD 5713081
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 529Active vs passive
$2.7B in ETFs
84%
$2.3B
15%
$416M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $305M | 444,325 | 11.43% |
Location
Lexington, KY
Fayette
Location
Lexington, KY
Headquartered in Lexington, KY, anchoring the Lexington-Fayette--Richmond--Frankfort, KY metro in the South.
- Metro area
- Lexington-Fayette--Richmond--Frankfort, KY
- Region
- South
- County
- Fayette
- Address
- 333 W Vine St
- Time zone
- CT (UTC-6)
- Office locations
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