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- Custodian
- Charles Schwab & Company ยท Great-West Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-06-2004
- Office Locations
- 7
Office Locations
About MCF Advisors, LLC
MCF Advisors, LLC is a Kentucky-based RIA serving individuals, families, business owners, and institutional retirement plans/endowments. The firm provides financial planning, portfolio construction, and retirement plan governance support for 401(k), defined benefit, and cash balance plans. Its disciplined philosophy emphasizes diversified asset allocation, cost control, and systematic rebalancing, often implemented with ETFs and mutual funds. It has a strategic partnership with Wealth Partners Capital Group and HGGC.
Reported data analysis
What the numbers show
Between October 6, 2025 and May 28, 2026, reported AUM increased 40.7%, from $3.3B to $4.7B.
Across 5 reported observations, AUM increased 73.8% between October 17, 2022 and May 28, 2026, from $2.7B to $4.7B.
Of the latest reported AUM, 74.0% is discretionary and 26.0% is non-discretionary.
The firm reports 30 advisory representatives and 3,541 clients, or 118 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 7 reported office locations and 22 years in operation. The source data was last updated on May 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full MCF Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TIMOTHY ANDREW GAVIN
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5590923
- Ownership
- Less than 5%
DAVID LEE HARRIS JR
Chief Executive Officer, Financial Advisor
- CRD
- #1235595
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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WILLIAM J BACKSCHEIDER
Financial Advisor
- CRD
- #6521812
George T Barker
Financial Advisor
- CRD
- #8189342
Showing 2 of 33 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,465,332,630 | $473,083 |
| Non-Discretionary | $1,219,197,961 | $5,670,688 |
| Total | $4,684,530,591 | $621,291 |
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Separately Managed Accounts
SMA allocation detail is available
MCF Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
MCF Advisors, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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