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MCS FAMILY WEALTH ADVISORS

· CRD 106327 · IAPD ↗ · mcsfamilywealth.com · 541-345-7023

$162.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — MCS FAMILY WEALTH ADVISORS reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.