Insights

Wealth Management Focus MCF Advisors serves high-net-worth individuals, families, and businesses with retirement planning, risk management, insurance, trust, tax, and estate planning, presenting an opportunity to cross-sell wealth management services to clients of affiliated businesses and referral partners.

Institutional Solutions The Institutional Services division aims to reduce employers' retirement liabilities and improve participant outcomes, suggesting upsell opportunities with plan sponsors seeking enhanced retirement income strategies and expanded investment options.

Kentucky Recognition Being a seven-time winner of Best Places to Work in Kentucky strengthens talent acquisition and client trust, enabling MCF to position itself as a stable, employee-driven firm—a potential talking point when engaging with mid-market prospects and regional businesses.

Tech Stack Leverage MCF uses QuickBooks Online, Calendly, AWS, Drupal, WordPress, Microsoft 365, DocuSign, and Datadog, indicating readiness for scalable digital service delivery and potential to streamline onboarding for new advisory clients and institutional clients.

Growth Inquiries With a mid-sized team and two divisions, MCF may pursue strategic partnerships or co-managed service arrangements with complementary firms in retirement planning, trusts, and fiduciary services to broaden client solutions and geographic reach.

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MCF Tech Stack

MCF uses 8 technology products and services including Quickbooks Online, Calendly, Amazon Web Services, and more. Explore MCF's tech stack below.

Media & News

MCF's Email Address Formats

MCF uses at least 4 email formats:
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

What is MCF's phone number?

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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?

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

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

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MCF's official website is mcfadvisors.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does MCF generate?

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As of August 2026, MCF's annual revenue is estimated to be $100M - $250M.

What is MCF's SIC code and NAICS code?

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MCF's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does MCF have currently?

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As of August 2026, MCF has approximately 135 employees across 6 continents, including North America, Asia and Europe. Key team members include Chief Executive Officer: D. H., Chief Marketing Officer: P. N. and Head Human Resources: D. B. Explore MCF's employee directory with LeadIQ.

What industry does MCF belong to?

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MCF operates in the Investment Management industry.

What technology does MCF use?

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MCF's tech stack includes Quickbooks Online, Calendly, Amazon Web Services, Drupal, WordPress, Microsoft 365, DocuSign and Datadog.

What is MCF's email format?

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

When was MCF founded?

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MCF was founded in 2000.
MCF logo

MCF

Investment ManagementKentucky, United States51-200 Employees

MCF Advisors, LLC is a registered investment adviser operating in two divisions—Wealth Management and Institutional Services—serving individuals, families, businesses, and retirement plans. The Wealth Management division focuses on retirement planning, risk management, insurance, trust and estate planning, and related advisory services, emphasizing a disciplined, prudent approach to investment outcomes. The Institutional Services division concentrates on improving retirement plan experiences for employers and employees, offering solutions that aim to reduce liabilities and expand investment opportunities while enhancing participant outcomes, with a proactive, high-touch service model directed at plan sponsors. The firm is based in Lexington, Kentucky, and operates in the investment management industry, providing both personal wealth guidance and institutional retirement solutions through client-focused service. MCF is registered with the SEC and has been recognized with a local workplace award for several years, reflecting its ongoing emphasis on organizational quality and stakeholder experience.

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
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

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