RIA Intel›Advisers›Colorado›MC FINANCIAL MANAGEMENT, INC

MC FINANCIAL MANAGEMENT, INC

Advisory

CO

Data as of Jan 13, 2026 · Source: SEC Form ADV

Rank in CO

#672

of 720 advisers by AUM

Average account

$341K

across 140 accounts

AUM per adviser

$24M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 13, 2026.

Total AUM

$48M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$48M

Discretionary AUM$48M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients54

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

54 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

LONG GAME FINANCIAL, LLC

$48M

BEST LIFE INFINITY, LLC

COLORADO SPRINGS, CO

$48M

GREENSTAR ADVISORS, LLC

$48M

PS SERVICES LLC

$47M

$49M

CORINTHIAN CAPITAL COMPANY

$49M

Get the full picture on MC FINANCIAL MANAGEMENT, INC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MC FINANCIAL MANAGEMENT, INC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans