MCF Advisors

Finance · Kentucky, United States · 11-50 Employees

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Overview

Headquarters

50 E Rivercenter Blvd Ste 300, Covington...

Phone Number

(859) 392-8600

Revenue

$5.8 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
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About MCF Advisors

MCF Advisors, LLC (MCF) is a SEC registered investment advisor that serves clients through two divisions: Wealth Management and Institutional Services. MCF has been awarded "Best Place to Work in Kentucky" 5 years in a row. The Wealth Management division provides investment management and wealth advisory services to individuals, families and successful privately-owned businesses / shareholders. The company's experienced team members provide the leadership necessary for retirement and financial planning, business and succession planning, risk management, insurance planning, personal trust, tax and estate planning. The company believes that successful outcomes are the result of a disciplined and prudent approach. The Institutional division is dedicated to creating successful retirement plan experiences for both employers and employees. The company's process-driven solutions help protect employers from corporate and personal financial liability, while increasing investment opportunities,Read more
MCF Advisors's Social MediaPopular Searchesmcf advisors LLCMCF AdvisorsMcfMcfadvisorsMid Central Financial Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

MCF Advisors Org Chart

PhoneEmail
BM
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Chief Operating Officer

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PN
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Chief Marketing Officer

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MF
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President & Founder

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CM
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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

MCF Advisors

$5.8M
11-50
Private
<$5M
2000
BM
Brittany ManningChief Operating Officer
$7.7M
11-50
Private
-
1988
TF
Theresa FanningChief Operating Officer
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
<$5M
11-50
Private
<$5M
1994
FW
Fredric WilliamsManaging Director
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2020
BT
Brian ThomasManaging Partner, Financial Advisor
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

MCF Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

MCF Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about MCF Advisors.

MCF Advisors financials insights

Gather financial insights about MCF Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All MCF Advisors's Financials Insights

MCF Advisors Tech Stack

A closer look at the technologies used by MCF Advisors

Most Recent Scoops

Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Promotion
Executive Move
MCF Advisors has announced that Brittany Manning has been promoted from Director, Wealth Management Services to the role of Chief Operating Officer.
Funding
See more scoops

MCF Advisors News & Media

  • MCF Advisors expands in NKy with acquisition of Hoff Bujnoch & Associates - Lane Report

    MCF Advisors, a Kentucky-based registered investment adviser, announced today it has acquired Hoff Bujnoch & Associates (“HBA”), a Newport, Kentucky-based wealth management firm overseeing approximately $250 million in assets under management (“AUM”). The acquisition expands MCF’s presence in the Northern Kentucky market and adds to the firm’s financial planning and wealth management capabilities.
  • Wealth Partners Capital Group and HGGC Establish Strategic Partnership with MCF Advisors

    PALM BEACH, Fla. & PALO ALTO, Calif. & LEXINGTON, Ky.--(BUSINESS WIRE)--MCF Advisors, LLC (“MCF”), a Kentucky-based registered investment adviser (“RIA”), today announced it has entered into a strategic partnership with Wealth Partners Capital Group (“WPCG”), a financial services holding company, and HGGC, a firm focused on partnership investing. WPCG and the Aspire Holdings platform of HGGC have made a minority equity investment in MCF to fuel the firm’s growth through organic client acquisiti
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Frequently Asked Questions Regarding MCF Advisors

What is MCF Advisors's official website?
MCF Advisors's official website is www.mcfadvisors.com
What is MCF Advisors's Revenue?
MCF Advisors's revenue is $5.8 Million
What is MCF Advisors's SIC code?
MCF Advisors's SIC: 62,628
What is MCF Advisors's NAICS code?
MCF Advisors's NAICS: 52,523
How many employees does MCF Advisors have?
MCF Advisors has 11-50 employees
What industry does MCF Advisors belong to?
MCF Advisors is in the industry of: Finance, Securities Trading
What is MCF Advisors competition?
MCF Advisors top competitors include: Kolinsky Wealth Management, Port Advisors, Clarus Wealth Advisors, OWL Private Wealth Advisors
What technology does MCF Advisors use?
Some of the popular technologies that MCF Advisors uses are: ClickDimensions, reCAPTCHA, AppRiver, Google Font API
How do I contact MCF Advisors?
MCF Advisors contact info: Phone number: (859) 392-8600 Website: www.mcfadvisors.com
What does MCF Advisors do?

MCF Advisors, LLC (MCF) is a SEC registered investment advisor that serves clients through two divisions: Wealth Management and Institutional Services. MCF has been awarded "Best Place to Work in Kentucky" 5 years in a row. The Wealth Management division provides investment management and wealth advisory services to individuals, families and succes... sful privately-owned businesses / shareholders. The company's experienced team members provide the leadership necessary for retirement and financial planning, business and succession planning, risk management, insurance planning, personal trust, tax and estate planning. The company believes that successful outcomes are the result of a disciplined and prudent approach. The Institutional division is dedicated to creating successful retirement plan experiences for both employers and employees. The company's process-driven solutions help protect employers from corporate and personal financial liability, while increasing investment opportunities, and improving confidence in participant outcomes. MCF offers a proactive, high-touch service experience that shifts the conversation regarding retirement income potential from the participant to the plan sponsor. *Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. More information about MCF can also be found by visiting: https://adviserinfo.sec.gov/. This is not intended as an offer or solicitation with respect to the purchase or sale of any security. Please note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if MCF is engaged, or continues to be engaged, to provide investment advisory services.Read More

What are MCF Advisors social media links?
MCF Advisors Linkedin page MCF Advisors Twitter page MCF Advisors Facebook page
Is MCF Advisors a public company?
MCF Advisors is private company therefore does not currently have an official ticker symbol
See more information about MCF Advisors

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