Mcf Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lexington, KY. Its latest Form ADV filing, dated March 27, 2026, reports $4.7B in regulatory assets under management, 55 employees, 4 offices, and 7,540 accounts.
Assets Under Management
$4.7B
Employees
55
Offices
4 offices
Total Clients
3,539
Primary office
LEXINGTON, KY
333 WEST VINE STREET, SUITE 1740, LEXINGTON, KY, United States
Top client segmentIndividuals represent 78.9% of total clients.
Top client categories% of clientsClients
1
Individuals
78.9%
2,792
2
HNWI
18.3%
648
3
Pension Plans
1.9%
69
4
Charitable
0.6%
21
5
Corporations
0.2%
8
Additional categories (<0.1%)
Banks<5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.7Bas of March 27, 2026
Discretionary74.0%
$3.5B
74% of total RAUM74.0%
Non-discretionary26.0%
$1.2B
26% of total RAUM26.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.7B
Total Accounts7,540
10Y AUM Change+$3.7B (+360.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees55
Clients per Employee64:1
10Y Employee Change+31 (+129.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.