Louisville, KY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
MCF Advisors, LLC
Multi-team
Firm-wide stats for MCF Advisors, LLC
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
Based on MCF Advisors, LLC
Location
4938 Brownsboro Rd, Suite 201
Louisville KY 40222
Advisors at this office
4
Advisors at this office
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.
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.
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.
Timothy G
CFP®
Louisville, KY
MCF Advisors, LLC
Timothy Gavin is a CFP® professional at MCF Advisors, LLC with 15 years of industry experience. He has been with MCF Advisors since 2013. 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 accounting and tax services, employing a tactical asset allocation approach supported by third-party platforms and cross-disciplinary solutions.
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.
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”)