RIA Intel›Advisers›Indiana›MCC FINANCIAL ADVISORS, LLC

MCC FINANCIAL ADVISORS, LLC

Advisory

IN

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in IN
#222
of 270 advisers by AUM
Average account
$915K
across 100 accounts
AUM per adviser
$92M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM
$92M
Discretionary %
100%
Clients
27
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$92M
Discretionary AUM$92M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients27
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

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

USA FIRST FINANCIAL
INDIANAPOLIS, IN
$92M
MFB FINANCIAL
MISHAWAKA, IN
$92M
+68.4% 1Y
CAPSTONE ADVISORS, LLC
FORT WAYNE, IN
$91M
CADE GROUP, INC.
CARMEL, IN
$93M
+0.8% 1Y
DYNAMIC LEGACY PLANNING LLC
GREENFIELD, IN
$90M
GINERIS WEALTH MANAGEMENT LLC
DYER, IN
$89M

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