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- Custodian
- Charles Schwab & Company ยท Great-West Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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