MCF Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,572,398,302
Clients
3,440
Advisors
33
across 8 offices
About
MCF Advisors is a multi‑team, SEC‑registered advisory firm managing roughly $4.68 billion for about 3,440 clients, serving individuals (including high‑net‑worth clients), small businesses, pension plans, and pooled investment vehicles. Its services include comprehensive wealth management and financial planning, discretionary portfolio management, selection of independent managers and managed‑account programs (SMA/FSP/UMA), as well as tax return preparation, accounting and CFO services and advisory roles for affiliated private funds (MCF Liminal Investment, LLC and MCF Private Real Estate Fund I LP).
The firm describes a tactical asset allocation investment approach and uses third‑party platforms and tools to implement and monitor portfolios, including the Envestnet managed‑account platform, algorithmic trading tools, and held‑away aggregation via Pontera and Morningstar ByAllAccounts. MCF also coordinates cross‑disciplinary solutions for clients — for example, business transition and value‑acceleration consulting delivered by third‑party partners (Vialta and Valo) and integrated private fund due diligence for eligible investors.
Noteworthy distinctions from many peers include in‑house delivery of accounting, tax preparation, and outsourced CFO services alongside investment advice, employees who are licensed insurance agents and an affiliated law practice (MCF Legal) that provides consultative estate planning support (separate engagement required). The firm also advises and manages affiliated private funds, has an ownership structure combining employee ownership with an outside acquisition vehicle, and discloses referral and platform arrangements (e.g., Schwab Advisor Network, Vialta/Valo referrals) that are potential sources of conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.25% $500,000 - $3,000,000: 1.00% $3,000,000 - $10,000,000: 0.50% $10,000,000+: 0.40%
Performance-based fees charged for affiliated private investment funds (e.g., MCF Liminal Investment, LLC) with fees as a percentage of profits after a preferred return, detailed in fund offering documents.
Fee-only: Financial planning services fixed fee ranging from $200 to $1,000 or more per month, can be billed monthly, quarterly, or upfront; accounting and CFO services with minimum fee of $18,000, quoted based on scope; tax preparation services minimum fee of $1,000 per engagement.
Main office
See office333 West Vine Street, Suite 1740
Lexington KY 40507
Advisors at this office
16
Offices (8)
Lexington, KY
333 West Vine Street Suite 1740, Lexington, KY 40507
16 advisors
Cincinnati, OH E Kemper Rd
8370 E Kemper Rd, Cincinnati, OH 45249
6 advisors
Louisville, KY
4938 Brownsboro Rd Suite 201, Louisville, KY 40222
4 advisors
Covington, KY
50 East River Center Blvd. Suite 300, Covington, KY 41011
2 advisors
Newport, KY
300 Dave Cowens Drive Suite 608, Newport, KY 41071
2 advisors
Charlotte, NC
Charlotte, NC
1 advisor
Cincinnati, OH
Cincinnati, OH
1 advisor
Fort Worth, TX
Fort Worth, TX
1 advisor
Most active in
Alabama · Arizona · Arkansas · California · Colorado · Florida · Georgia · Illinois · Indiana · Kansas · Kentucky · Louisiana · Maryland · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · New York · North Carolina · Ohio · Oklahoma · South Carolina · Tennessee · Texas · Virginia · Washington · West Virginia
Also doing business as
D/B/A Mcf · D/B/A Mcf Institutional · D/B/A Mcf Private Investments · Mcf Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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