← Directory
MCF ADVISORS, LLC
CRD 130372File 801-62765
APPROVED
Retail clients
Custody
Filing as of May 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.68B
Top 25% of cohort (national)
Discretionary AUM
$3.47B
Non-discretionary $1.22B
Clients
3,539
7,540 accounts
Employees
55
Top 10% of cohort in KY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 6, 2004
- Principal office
- 333 WEST VINE STREET, 12TH FLOOR, LEXINGTON, KY, 40507
- Phone
- 859-967-0999
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.68B
- Discretionary AUM
- $3.47B
- Non-discretionary AUM
- $1.22B
- Discretionary accounts
- 7,325
- Non-discretionary accounts
- 215
- Total accounts
- 7,540
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $128.6M |
| Charitable organizations | 21 | $114.7M |
| High net worth individuals | 648 | $2.18B |
| Banking or thrift institutions | Fewer than 5 | $16.1M |
| Pension and profit sharing plans | 69 | $1.85B |
| Individuals (other than high net worth individuals) | 2,792 | $393.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.