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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Fifth Third Bank · TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-25-2003
- Office Locations
- 1
Office Locations
About MC Financial Services, Inc.
MC Financial Services is a Louisville, KY-based retail advisory firm providing financial and investment planning alongside tax and estate planning, business succession guidance, and insurance solutions. The practice emphasizes asset-allocation portfolios implemented primarily with ETFs, with selective use of mutual funds and fixed income. Custody relationships include Schwab and Fidelity, and planning workflows leverage eMoney.
Reported data analysis
What the numbers show
Of the latest reported AUM, 3.4% is discretionary and 96.6% is non-discretionary.
The firm reports 1 advisory representatives and 67 clients, or 67 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full MC Financial Services, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
No owner records available.
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Unlock allContacts
PAULA MCCONVILLE
Chief Financial Officer
- CRD
- #5632951
ALAN RICHARD NOCITO
President
- CRD
- #1865822
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,335,920 | -- |
| Non-Discretionary | $66,282,001 | -- |
| Total | $68,617,921 | -- |
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Separately Managed Accounts
SMA allocation detail is available
MC Financial Services, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.