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Lexington, KY Office

Team
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MCF Advisors, LLC logo

MCF Advisors, LLC

Multi-team

Firm-wide stats for MCF Advisors, LLC

Total advisors

33

Across 8 offices

Clients per advisor

104 Very High

Avg AUM per client

$747,790 Typical

HNW client ratio

19% Typical

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.

Based on MCF Advisors, LLC

Expertise

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

Based on MCF Advisors, LLC

Occupation focus

Founder/Business Owner Executive

Based on MCF Advisors, LLC

Location

333 West Vine Street, Suite 1740

Lexington KY 40507

Advisors at this office

16

Advisors at this office

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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
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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
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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
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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
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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
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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
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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
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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
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Matthew R

CFP®, Series 66

Lexington, KY

MCF Advisors, LLC

Matthew Rose is a CFP® and holds a Series 66 with six years of industry experience. He has worked at several firms, including FWG Investments, Family Wealth Group, Bank of America, Merrill, and Lipscomb University, and has been with MCF Advisors, LLC since 2021. MCF Advisors is a multi-team, SEC-registered 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, tax and accounting services, and advisory roles for affiliated private funds, utilizing a tactical asset allocation approach supported by third-party platforms and integrated cross-disciplinary client solutions.

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

Series 65

Lexington, KY

MCF Advisors, LLC

George Barker is a Series 65-licensed financial advisor with MCF Advisors, LLC in Lexington, KY. He joined MCF Advisors in 2025 after a 14-year tenure at the University of Kentucky. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for a diverse client base, including high-net-worth 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 alongside investment advice.

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

CFP®, Series 63, Series 65

Lexington, KY

MCF Advisors, LLC

Andrew Sathe is a Certified Financial Planner® with 16 years of industry experience. He is currently with MCF Advisors, LLC, where he has worked since 2010, including a tenure at Lion Street Financial from 2014 to 2017. He holds Series 63 and Series 65 licenses. MCF Advisors is a multi-team, SEC-registered 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 accounting, tax, and CFO services, employing 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
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Harrison D

Series 65

Lexington, KY

MCF Advisors, LLC

Harrison Dean is a financial advisor at MCF Advisors, LLC in Lexington, KY, holding a Series 65 license with three years of industry experience. Prior to joining MCF Advisors, he held positions at United Postal Service, The University of Toledo, Interfinish, Cooper Tire & Rubber Company, and worked in academic roles at Bowling Green State University and Rhodes State College. 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 accounting, tax, and legal services, utilizing tactical asset allocation and third-party platforms to implement and monitor client portfolios.

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

CFP®, CFA®, Series 65

Lexington, KY

MCF Advisors, LLC

Peter Bryans is a CFP®, CFA®, and Series 65-registered advisor with 10 years of industry experience. He has been with MCF Advisors, LLC since 2015. 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, tax and accounting services, and coordinated business consulting, employing 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
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Christopher C

Series 63, Series 65

Lexington, KY

MCF Advisors, LLC

Christopher Cochran is a financial advisor with MCF Advisors, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He has been with MCF Advisors since 2005 and previously worked at Mid Central Financial Advisors, Inc. in 2003. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for individuals, small businesses, and pension plans. The firm employs a tactical asset allocation approach and offers a range of services, including wealth management, tax and accounting support, and outsourced CFO services.

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

Sean L

CFP®

Lexington, KY

MCF Advisors, LLC

Sean Lamanna is a CFP® professional with five years of industry experience, currently serving as a financial advisor at MCF Advisors, LLC since 2017. Prior to his advisory role, he worked at Conduent from 2015 to 2017. 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 and financial planning, discretionary portfolio management, and integrated accounting, tax, and CFO services, employing a tactical asset allocation 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
View complete list of advisors at this office
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