


MCF
Investment Management • 333 West Vine Street, Suite 1740, United States • 101-200 Employees
Company overview
| Headquarters | 333 West Vine Street, Suite 1740, Lexington, KY 40507, US |
| Phone number | +18593928600 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Personal Insurance, Investment Management, Tax Strategies, Financial & Estate Planning, Retirement Planning Services, Personal Trust, Business Valuation & Transition Consultation, Institutional Investment Consultation, Pension & Defined Benefit Services |
| Founded | 2000 |
| Employees | 101-200 |
| Socials |
Key Contact at MCF
MCF Email Formats
MCF uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@mcfadvisors.com), used 58.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@mcfadvisors.com | 58.1% |
{last name}{last name} | doedoe@mcfadvisors.com | 29% |
{first name}{last name} | johndoe@mcfadvisors.com | 9.7% |
{first initial} | j@mcfadvisors.com | 3.2% |
About MCF
MCF Advisors, LLC (“MCF”) is an SEC registered investment advisor that serves clients through two divisions: Wealth Management and Institutional Services. MCF has been recognized as a winner in the "Best Places to Work in Kentucky" awards 7 years in a row.* The Wealth Management division provides investment and advisory services to individuals, families, and businesses, specializing in retirement planning, business succession, risk management, insurance, trust, tax, and estate planning. We believe that successful outcomes are the result of a disciplined and prudent approach. The Institutional division focuses on enhancing retirement plan experiences for employers and employees, offering solutions that reduce financial liabilities, expand investment opportunities, and improve 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. Please refer to our website for additional information regarding the Best Places to Work in Kentucky award at www.mcfdvisors.com/awardsandrecognition.
MCF revenue & valuation
| Annual revenue | $15,400,000 |
| Revenue per employee | $150,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $49,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
MCF has 25 employees across 7 departments.
Departments
Number of employees
MCF Tech Stack
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