The MCF ADVISORS is a privately held investment adviser that advises $4.69Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. MCF ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 116.36% over the last 5-years.
The Group has been registered with the SEC for 22.5 years and is comprised of 1 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 333 WEST VINE STREET 12TH FLOOR, LEXINGTON, KENTUCKY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 55 employees comprised of 30 investment and 25 non-investment staff. The total number of Employees increased by 139.13% over the last 5-years.
Their $4.69Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 99 other accounts. Assets of High Net Worth Individuals clients own $2.18Bn or 46.44% of Total Assets and Pension and Profit Sharing Plans-Private own $1.85Bn or 39.49% of Total Assets.
The Group's top investment strategies include Real Estate, representing 100% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $6.72mn in assets.
The Group discloses fixed fees and management fees.
MCF ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.