Insights

Expansion Through Acquisition MCF Advisors has recently expanded its operational capacity by acquiring Wealth Planning Corporation and Accredited Wealth Management, increasing their assets under management and geographic footprint. This indicates a growth strategy that can be targeted for expanding product offerings or partnership opportunities.

Strong Market Presence With a revenue range of 100 to 250 million dollars and recognition as a top workplace in Kentucky for seven consecutive years, MCF has established a reputable position in the investment management industry, making it a promising prospect for premium financial solutions and services.

Technology Adoption Utilizing a tech stack that includes cloud services, analytics tools, and compliance platforms signals openness to digital solutions, providing opportunities to offer innovative fintech integrations, cybersecurity, or data management services to enhance their operational efficiency.

Leadership and Talent Growth Recent leadership promotions and the hiring of a new Director of Compliance demonstrate a focus on strengthening governance and talent management, which could be an entry point for consulting services or leadership development programs.

Investment Strategies The firm recently invested in stake acquisitions such as Tilray Brands and strategic partnerships, showing active engagement in alternative investments and asset diversification—potential avenues for offering specialized investment products or research services tailored to their asset management approach.

Similar companies to MCF Advisors

MCF Advisors Tech Stack

MCF Advisors uses 8 technology products and services including Open Graph, Cloudflare, Microsoft 365, and more. Explore MCF Advisors's tech stack below.

  • Open Graph
    Content Management System
  • Cloudflare
    Content Management System
  • Microsoft 365
    Email
  • Google Fonts API
    Font Scripts
  • Glyphicons
    Font Scripts
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics
  • BDOW
    Widgets

Media & News

MCF Advisors's Email Address Formats

MCF Advisors uses at least 1 format(s):
MCF Advisors Email FormatsExamplePercentage
FLast@mcfadvisors.comJDoe@mcfadvisors.com
90%
First.Last@mcfadvisors.comJohn.Doe@mcfadvisors.com
7%
First@mcfadvisors.comJohn@mcfadvisors.com
2%
Last@mcfadvisors.comDoe@mcfadvisors.com
1%

Frequently Asked Questions

Where is MCF Advisors's headquarters located?

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MCF Advisors's main headquarters is located at 333 West Vine Street Suite 1740 Lexington, Kentucky United States. The company has employees across 6 continents, including North AmericaEuropeAsia.

What is MCF Advisors's phone number?

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You can contact MCF Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is MCF Advisors's stock symbol?

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MCF Advisors is a publicly traded company; the company's stock symbol is MCFT.

What is MCF Advisors's official website and social media links?

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MCF Advisors's official website is mcfadvisors.com and has social profiles on LinkedInCrunchbase.

How much revenue does MCF Advisors generate?

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As of May 2026, MCF Advisors's annual revenue is estimated to be $803K.

What is MCF Advisors's SIC code NAICS code?

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MCF Advisors's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does MCF Advisors have currently?

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As of May 2026, MCF Advisors has approximately 116 employees across 6 continents, including North AmericaEuropeAsia. Key team members include Ceo: D. H.Chief Executive Officer: D. H.Chief Strategy Officer: T. G.. Explore MCF Advisors's employee directory with LeadIQ.

What industry does MCF Advisors belong to?

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MCF Advisors operates in the Investment Management industry.

What technology does MCF Advisors use?

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MCF Advisors's tech stack includes Open GraphCloudflareMicrosoft 365Google Fonts APIGlyphiconsGoogle Tag ManagerGoogle AnalyticsBDOW.

What is MCF Advisors's email format?

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MCF Advisors's email format typically follows the pattern of FLast@mcfadvisors.com. Find more MCF Advisors email formats with LeadIQ.

When was MCF Advisors founded?

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MCF Advisors was founded in 2000.

MCF Advisors

Investment ManagementKentucky, United States51-200 Employees

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.

Section iconCompany Overview

Headquarters
333 West Vine Street Suite 1740 Lexington, Kentucky United States
Phone number
SIC Code
6282 - Investment Advice
Stock Symbol
MCFT
NAICS Code
5239 - Other Financial Investment Activities
Founded
2000
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    MCF Advisors's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    MCF Advisors's revenue is estimated to be in the range of $100M$250M

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