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Firm profile

Mcf Advisors, LLC

LEXINGTON, KYCRD 130372Latest ADV May 28, 2026

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, 12TH FLOOR, LEXINGTON, KY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEODavid L. Harris
CCOTimothy A. Gavin
COOBrittany B. Manning

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

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 May 28, 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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.