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- Custodian
- Charles Schwab & Company · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-31-1990
- Office Locations
- 1
Office Locations
750 NW Charbooneau STE 201 Bend OR
About MCS Family Wealth Advisors
MCS Family Wealth Advisors is a fee-only, fiduciary SEC-registered RIA in Bend and Eugene, Oregon, providing financial planning, retirement planning, and investment management for high net worth clients. The team emphasizes building durable, “hard-to-break” investment strategies and highlights portfolio stress testing as part of its investment risk review process.
Team overview
59 AVG AGE
$81.3M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
25.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
36yrs Firm Age
Insights
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Asset Classes
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Client Personas
Available
Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
MICHAEL CHARLES STALKER
President, Wealth Advisor
- CRD
- #1161401
- Ownership
- Less than 5%
Available
Available
Available
JEFFREY B YAMADA
Chief Compliance Officer, Financial Planner
- CRD
- #4348036
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,620,869 | $739,186 |
| Non-Discretionary | $0 | -- |
| Total | $162,620,869 | $739,186 |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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