MCF Advisors, LLC logo

MCF Advisors, LLC

Updated today

Client AUM

$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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Tax-loss harvesting Private / alternative investments Business exit / sale strategy

Occupation focus

Founder/Business Owner Executive

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$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

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.

Other

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 office

333 West Vine Street, Suite 1740

Lexington KY 40507

Advisors at this office

16

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

Advisors at this firm

user avatar

Brittany H

Series 63, Series 65

Fort Worth, TX

MCF Advisors, LLC

Brittany Hiett is a financial advisor at MCF Advisors, LLC with two years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Northern Lights Distributors, Sierra Investment Management, and The Preiss Company. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for individuals, small businesses, pension plans, and pooled investment vehicles. The firm offers comprehensive wealth management, discretionary portfolio management, and additional services including tax preparation, accounting, CFO services, and advisory support for affiliated private funds.

Wealth management Tax-loss harvesting Private / alternative investments Business exit / sale strategy Founder/Business Owner Executive
user avatar

Todd L

CFP®, Series 63

Cincinnati, OH

MCF Advisors, LLC

Todd Lyon is a CFP® with Series 63 registration, currently serving as an advisor at MCF Advisors, LLC. He has been in the financial industry since 2011, previously working 15 years at Wealth Planning Corporation before joining MCF Advisors in 2026. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for about 3,440 clients, including individuals, small businesses, pension plans, and pooled investment vehicles. The firm employs a tactical asset allocation approach and offers comprehensive wealth management, financial planning, discretionary portfolio management, as well as accounting, tax preparation, and outsourced CFO services.

Wealth management Tax-loss harvesting Private / alternative investments Business exit / sale strategy Founder/Business Owner Executive
user avatar

Bradley F

CFP®, Series 66

Louisville, KY

MCF Advisors, LLC

Bradley Fisher is a CFP® with 21 years of industry experience, currently serving at MCF Advisors, LLC. His prior roles include positions at Accredited Wealth Management, D. Scott Neal, Inc., and Wells Fargo Clearing. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated services such as tax preparation, accounting, and outsourced CFO roles, employing a tactical asset allocation investment approach supported by third-party platforms and cross-disciplinary solutions.

Wealth management Tax-loss harvesting Private / alternative investments Business exit / sale strategy Founder/Business Owner Executive
user avatar

Nicholas N

Series 63, Series 65

Lexington, KY

MCF Advisors, LLC

Nicholas Newell is a financial advisor at MCF Advisors, LLC in Lexington, KY, holding Series 63 and Series 65 designations with 11 years of industry experience. He has worked at MCF Advisors since 2017 and previously at Fidelity Brokerage Services LLC from 2015 to 2017. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management and financial planning services alongside accounting, tax preparation, outsourced CFO roles, and advisory services for affiliated private funds.

Wealth management Tax-loss harvesting Private / alternative investments Business exit / sale strategy Founder/Business Owner Executive
user avatar

Brittany M

CFP®

Lexington, KY

MCF Advisors, LLC

Brittany Manning is a CFP® with 11 years of industry experience, currently serving as a financial advisor at MCF Advisors, LLC since 2012. She is based in Lexington, KY, and has worked at MCF Advisors through its various stages over the past 11 years. MCF Advisors is a multi-team, SEC-registered advisory firm managing approximately $4.68 billion for about 3,440 clients, including individuals, small businesses, pension plans, and pooled investment vehicles. The firm offers comprehensive wealth management, discretionary portfolio management, tax and accounting services, and advisory roles for affiliated private funds, utilizing a tactical asset allocation approach supported by various third-party platforms and tools.

Wealth management Tax-loss harvesting Private / alternative investments Business exit / sale strategy Founder/Business Owner Executive
user avatar

Ronald R

CFP®, Series 63, Series 66

Lexington, KY

MCF Advisors, LLC

Ronald Ridings Jr. is a CFP® professional with four years of industry experience, currently with MCF Advisors, LLC. He has previously worked at Northwestern Mutual Wealth Management Company and Fidelity Investments. MCF Advisors is a multi-team, SEC-registered advisory firm managing approximately $4.68 billion for around 3,440 clients. The firm serves individuals, small businesses, pension plans, and pooled investment vehicles, offering comprehensive wealth management, discretionary portfolio management, and integrated tax, accounting, and CFO services.

Wealth management Tax-loss harvesting Private / alternative investments Business exit / sale strategy Founder/Business Owner Executive
user avatar

Thomas H

Series 66

Cincinnati, OH

MCF Advisors, LLC

Thomas Hayden is a financial advisor at MCF Advisors, LLC in Cincinnati, OH, with 20 years of industry experience. He holds the Series 66 designation and has worked at MCF Advisors since 2013, preceded by roles at Lion Street Financial LLC and Equitable Advisors. Outside of his advisory work, he serves as president of Midwest Benefits Consulting Group LLC, which provides insurance services. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for over 3,400 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated services such as accounting, tax preparation, and outsourced CFO support, employing a tactical asset allocation approach with various third-party platforms and tools.

Wealth management Tax-loss harvesting Private / alternative investments Business exit / sale strategy Founder/Business Owner Executive
user avatar

David H

Series 63, Series 66

Lexington, KY

MCF Advisors, LLC

David Harris Jr. is a financial advisor at MCF Advisors, LLC in Lexington, KY, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with MCF Advisors in various capacities since 2004. Outside of his advisory role, Harris serves as chairman of Seven Stones Farm, LLC, and holds board positions with Worldwide Equipment Enterprises, Inc. and the University of Pikeville. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, and pension plans. The firm employs a tactical asset allocation strategy and integrates investment management with accounting, tax preparation, CFO services, and affiliated private fund advisory.

Wealth management Tax-loss harvesting Private / alternative investments Business exit / sale strategy Founder/Business Owner Executive
user avatar

William C

Series 65

Louisville, KY

MCF Advisors, LLC

William Clark is a financial advisor with MCF Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. He worked at Accredited Wealth Management LLC for 11 years before joining MCF Advisors in 2025. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated tax and accounting services through a tactical asset allocation approach and use of third-party platforms.

Wealth management Tax-loss harvesting Private / alternative investments Business exit / sale strategy Founder/Business Owner Executive
user avatar

James D

CFP®, Series 63, Series 66

Lexington, KY

MCF Advisors, LLC

James Downing is a CFP® professional with 14 years of industry experience. He has worked at MCF Advisors, LLC since 2015 and previously spent four years at ON Investment Management CO. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for over 3,400 clients, including individuals, small businesses, and pension plans. The firm employs a tactical asset allocation approach and offers a range of services such as wealth management, discretionary portfolio management, tax and accounting services, and advisory roles for affiliated private funds.

Wealth management Tax-loss harvesting Private / alternative investments Business exit / sale strategy Founder/Business Owner Executive
user avatar

Todd S

CFP®

Cincinnati, OH

MCF Advisors, LLC

Todd Steinbrink is a CFP® professional with over 20 years of industry experience. He joined MCF Advisors, LLC in 2026 after two decades at Wealth Planning Corporation. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including high-net-worth individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated tax, accounting, and CFO services, using a tactical asset allocation approach supported by third-party platforms and tools.

Wealth management Tax-loss harvesting Private / alternative investments Business exit / sale strategy Founder/Business Owner Executive
user avatar

Jeffrey J

CFP®, Series 66

Lexington, KY

MCF Advisors, LLC

Jeffrey Jennings is a CFP® with 16 years of industry experience. He has worked at MCF Advisors, LLC since 2012 and previously spent three years at Wells Fargo Clearing. Jennings holds the Series 66 designation and is based in Lexington, KY. MCF Advisors, LLC is a multi-team SEC-registered advisory firm managing approximately $4.68 billion for over 3,400 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated services such as accounting, tax preparation, and outsourced CFO support.

Wealth management Tax-loss harvesting Private / alternative investments Business exit / sale strategy Founder/Business Owner Executive
user avatar

Steven G

CFP®, CFA®, Series 65

Louisville, KY

MCF Advisors, LLC

Steven Giacobbe is a CFP®, CFA®, and holds a Series 65 license with 12 years of industry experience. He is currently with MCF Advisors, LLC and previously worked at Accredited Wealth Management, LLC for 11 years. MCF Advisors is a multi-team, SEC-registered advisory firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, pension plans, and pooled investment vehicles. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated services such as accounting, tax preparation, and outsourced CFO support, using a tactical asset allocation investment approach supported by third-party platforms and tools.

Wealth management Tax-loss harvesting Private / alternative investments Business exit / sale strategy Founder/Business Owner Executive
user avatar

Hunter N

Series 65

Lexington, KY

MCF Advisors, LLC

Hunter Nighbert is a Series 65-licensed financial advisor with 16 years of industry experience, currently with MCF Advisors, LLC since 2015. Prior to joining MCF Advisors, he worked at wealthMD Corporation from 2010 to 2015 and is affiliated with Aiden's Angels since 2010. He is also a licensed insurance agent providing support for life, health, disability, and long-term care insurance products. MCF Advisors is a multi-team SEC-registered advisory firm managing approximately $4.68 billion for over 3,400 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management services, discretionary portfolio management, and in-house tax, accounting, and CFO services, employing a tactical asset allocation approach and various third-party platforms for portfolio implementation and monitoring.

Wealth management Tax-loss harvesting Private / alternative investments Business exit / sale strategy Founder/Business Owner Executive
user avatar

Stephen W

CFP®, Series 66

Lexington, KY

MCF Advisors, LLC

Stephen Wright is a CFP® professional with 27 years of experience in the financial services industry. He has worked at MCF Advisors, LLC since 2017 and previously held roles at Morgan Stanley and Merrill. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, and pension plans. The firm employs a tactical asset allocation approach and offers integrated wealth management services, including accounting, tax preparation, outsourced CFO services, and advisory roles for affiliated private funds.

Wealth management Tax-loss harvesting Private / alternative investments Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)