Insights

Targeted Wealth Services MCF Advisors specializes in providing personalized investment and advisory services for individuals, families, and businesses, especially in retirement planning, estate, and tax strategies. Business development teams can explore opportunities to promote tailored wealth management solutions to high-net-worth clients or expanding client segments requiring comprehensive financial planning.

Institutional Growth Opportunities MCF's institutional division focuses on enhancing retirement plan experiences for employers and employees, offering services to reduce liabilities and improve participant outcomes. There is potential to offer complementary retirement plan administration tools, employee engagement platforms, or innovative investment options to attract more corporate clients.

Recognition as a Top Workplace Being recognized as a top employer in Kentucky for seven consecutive years highlights MCF’s strong reputation and stable work environment. Sales efforts can leverage this credibility to position related HR and employee benefit solutions, including enhancing employee financial wellness programs.

Tech Stack Utilization MCF employs advanced technology including React, Astra, and other modern frameworks, indicating openness to digital transformation. This creates an opportunity to introduce innovative fintech products, digital client engagement tools, or integration solutions that align with their tech-forward approach.

Compliance and Security Focus With their registration as an SEC-registered advisor and emphasis on prudent, disciplined investment approaches, MCF values compliance and security. This opens avenues for offering sophisticated cybersecurity, compliance management software, or risk mitigation solutions tailored for investment firms.

Similar companies to MCF

MCF Tech Stack

MCF uses 8 technology products and services including Microsoft Excel, Glyphicons, React, and more. Explore MCF's tech stack below.

  • Microsoft Excel
    Editors
  • Glyphicons
    Font Scripts
  • React
    Javascript Frameworks
  • ScrollReveal
    Javascript Libraries
  • X-Content-Type-Options
    Web & Portal Technology
  • Express
    Web Frameworks
  • Astra
    Web Platform Extensions
  • BDOW
    Widgets

Media & News

MCF's Email Address Formats

MCF uses at least 1 format(s):
MCF 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's headquarters located?

Minus sign iconPlus sign icon
MCF'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's phone number?

Minus sign iconPlus sign icon
You can contact MCF'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's stock symbol?

Minus sign iconPlus sign icon
MCF is a publicly traded company; the company's stock symbol is MCFE.

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

Minus sign iconPlus sign icon
MCF's official website is mcfadvisors.com and has social profiles on LinkedInCrunchbase.

What is MCF's NAICS code?

Minus sign iconPlus sign icon
MCF's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does MCF have currently?

Minus sign iconPlus sign icon
As of May 2026, MCF has approximately 121 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's employee directory with LeadIQ.

What industry does MCF belong to?

Minus sign iconPlus sign icon
MCF operates in the Investment Management industry.

What technology does MCF use?

Minus sign iconPlus sign icon
MCF's tech stack includes Microsoft ExcelGlyphiconsReactScrollRevealX-Content-Type-OptionsExpressAstraBDOW.

What is MCF's email format?

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

When was MCF founded?

Minus sign iconPlus sign icon
MCF was founded in 2000.

MCF

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
Stock Symbol
MCFE
NAICS Code
5239 - Other Financial Investment Activities
Founded
2000
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

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

Section iconFunding & Financials

  • $100M$250M

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.