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MCF ADVISORS, LLC

LEXINGTON, KY · CRD 130372 · IAPD ↗ · 859-967-0999

$4.68BRegulatory AUM
30Advisory reps
55Employees
2Clients
More than 500Planning clients
1Private funds
28States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
September 2026 — MCF ADVISORS, LLC notice-filed in LA, MN, NE, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
June 2026 — MCF ADVISORS, LLC notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — MCF ADVISORS, LLC notice-filed in CO, GA, OK, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — MCF ADVISORS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2026 — MCF ADVISORS, LLC reported RAUM up 41% ($3.33B -> $4.68B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
82
April 2026 — MCF ADVISORS, LLC grew from 18 to 30 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2026 — MCF ADVISORS, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
December 2025 — MCF ADVISORS, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
December 2025 — MCF ADVISORS, LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
50
April 2025 — MCF ADVISORS, LLC moved its main office from COVINGTON, KY to LEXINGTON, KY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2025 — MCF ADVISORS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
December 2024 — MCF ADVISORS, LLC notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2024 — MCF ADVISORS, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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