M
MCM Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$42,884,325
Clients
48
31% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
48
HighAverage account size
$893,423
About
MCM Advisory, LLC provides financial planning, portfolio management, and access to insurance and annuity products for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm offers advice on securities and other financial products and tailors its services to each client’s objectives, circumstances, and time horizon.
The firm’s process emphasizes discussing investment risks, encouraging clients to review prospectuses, and setting investment policies consistent with clients’ tolerance; short-term trading is generally not practiced and account reviews are performed at least annually or when client circumstances change. While the firm may accept discretionary authority at a client’s request, it states that it currently manages client assets on a non-discretionary basis.
Notable distinctions include that the adviser is also registered as a broker-dealer representative and conducts insurance-related sales, with the brochure disclosing potential commission and 12b-1 fee arrangements that can create conflicts of interest. The firm reports essentially all assets under management are non-discretionary (about $42.9 million as of February 20, 2026) and typically directs clients to use a recommended broker-dealer for execution and custody, which can limit client choice of broker or negotiation of transaction costs.
Client services
Portfolio management
Expertise
Wealth management
Fee options
$0 - $250,000: 1.50% annually $250,000 - $750,000: 1.25% annually $750,000 - $2,000,000: 0.98% annually $2,000,000+: 0.80% annually
May include commissions from insurance related investment products, mutual fund management expenses, or broker/dealer charges.
Account minimum: $500,000
Main office location
MCM Advisory, LLC
114 Columbia Point Dr., Suite D
Richland WA 99352, United States
Number of offices
1
Most active in
MCM Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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