Wealth Manager
    SEC Registered
    Manages Private Funds

    McF Advisors, LLC

    Registered investment advisor · Lexington, Kentucky · CRD #130372

    Assets Under Management
    $4.7B
    Client Accounts
    7,540
    Employees
    55
    CRD Number
    130372
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Great-West Trust Company

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About McF Advisors, LLC

    MCF Advisors, LLC is a fee-only investment advisory firm based in Covington, KY, offering financial planning, portfolio management, and pension consulting services. Established in 2004, it serves both individual and institutional clients.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for McF Advisors, LLC

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    Frequently Asked Questions

    What is McF Advisors, LLC's AUM?

    McF Advisors, LLC reports approximately $4.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is McF Advisors, LLC headquartered?

    McF Advisors, LLC is headquartered in Lexington, Kentucky.

    What is McF Advisors, LLC's CRD number?

    McF Advisors, LLC's CRD number is 130372. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does McF Advisors, LLC manage?

    McF Advisors, LLC manages approximately 7,540 client accounts according to its latest SEC filing.

    Is McF Advisors, LLC SEC registered?

    Yes, McF Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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