RIA Intel›Advisers›Kentucky›MCF ADVISORS, LLC

MCF ADVISORS, LLC

Advisory

N·LEXINGTON, KY

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$4.7B

1-Year AUM Growth

+24.1%

3-Year CAGR

+9.8%

Employees

30

Assets Under Management

Total AUM$4.7B

Discretionary AUM$3.5B

Non-Discretionary AUM$1.2B

Discretionary %74%

Total Clients2,827

Team

Total Employees30

Investment Advisers55

Employee Growth (1Y)-14.3%

Private Funds

Number of Private Funds1

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record58

First FilingJan 29, 2004

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 58 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MCF ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.