MCM ADVISORY, LLC

Overview

MCM Advisory, LLC is a small, privately owned advisory firm that focuses on portfolio management for individuals and small businesses. The firm operates as a limited liability company, acts as a registered representative of a broker-dealer and as an insurance broker, and charges advisory fees as a percentage of assets under management. Investment activity is weighted toward liquid, publicly traded equities: the firm's stated preference is equities and its largest single asset category is exchange‑traded equities. Client relationships are largely non‑discretionary, which indicates MCM Advisory typically executes recommendations with client approval rather than exercising broad discretionary authority. Business activity combines advisory and insurance distribution, which aligns with the firm’s use of annuity products in client portfolios. MCM Advisory is not set up as a capital allocator to third‑party private fund managers and does not report active ESG investing or multi‑state advisory registration.

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Public Holdings

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Location & Offices