Mcf Advisors, LLC

MCF Advisors, LLC, operating as MCF, is a registered investment adviser established in December 2003 in Kentucky. The firm specializes in wealth management, offering financial planning, portfolio management, and advisory services to individuals, small businesses, and institutional clients. MCF employs a tactical asset allocation approach to investing and may engage independent investment managers for client portfolios. The firm also provides tax preparation, accounting, and CFO services for additional fees. MCF operates under various d/b/a names, including MCF Institutional and MCF Private Investments. The firm does not have any disciplinary history and acts as a fiduciary, putting clients' interests first. Clients of MCF have the option to engage in private investment funds, subject to potential risks such as loss of principal and liquidity constraints. MCF discloses its fee structure, which includes fixed fees for financial planning services and asset-based fees for portfolio management. The firm may charge performance-based fees for certain private fund investments. MCF does not vote proxies on behalf of clients and does not have custody of client assets, which are held at qualified custodians like Charles Schwab or Fidelity. MCF may receive client referrals from Schwab and pays fees for these referrals. Clients have the discretion to choose whether to engage MCF's recommended services and professionals. MCF's Chief Compliance Officer, Timothy Gavin, is available to address any questions regarding the firm's practices.