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| Happy Holidays!! thanks for using AUM13F!! |
| MCF Advisors LLC
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| CRD # | 130372 |
| SEC # | 801-62765 |
| CIK # | 0001602905 |
| AUM | $3.3 B (2025-03-31) |
| Employees | 33 (55% Investors, 0% Brokers) |
| Phone | 859-967-0999 |
| Address | 333 West Vine Street Lexington, KY 40507 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001602905 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 17.5 | ||
| Microsoft Corp | 15.5 | ||
| Nvidia Corp | 10.6 | ||
| Procter & Gamble Co | 6.4 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | MCF Diversified Strategy Fund LP | [2014-07-07] | 0.5 | 6.7 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,378 | 0.2 |
| (b) Individuals (high net worth individuals) | 367 | 1.3 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 64 | 1.6 |
| (h) Charitable organizations | 11 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,193 | 3.3 |
| By Discretionary | ||
| Discretionary | 5,013 | 2.3 |
| Non-Discretionary | 180 | 1.0 |
| Total | 5,193 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 5,193 | 3.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| David Harris | 17 | ||
| Robert Sathe | 2 | ||
| MCF Advisors Management | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001602905] |
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