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| MCS Financial Advisors LLC
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|---|---|
| CRD # | 106327 |
| SEC # | 801-36692 |
| CIK # | |
| AUM | 162.6 M (2026-02-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 541-345-7023 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (2/6/2026) [Brochure] |
|---|
Types of Clients
MCS generally provides investment advice to individuals, families, trusts, estates,
business owners or charitable organizations, corporations, retirement plans or
business entities.
Client relationships vary in scope and length of service.
Based on the minimum asset management fee, the minimum asset management
relationship is generally $2,000,000. For asset management relationships where
the client cannot meet the $2,000,000 minimum, the $19,000 minimum annual
fee applies. For comprehensive financial planning engagements, a client net
worth of $4,000,000 or more is generally recommended.
Methods of Analysis, Investment Strategies and Risk of Loss |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 6.4 |
| (b) Individuals (high net worth individuals) | 54 | 154.5 |
| (c) Banking or thrift institutions | 0 | 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 | 1 | 1.7 |
| (h) Charitable organizations | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 220 | 162.6 |
| By Discretionary | ||
| Discretionary | 220 | 162.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 220 | 162.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 160.8 | |
| Total | 220 | 162.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Private Wealth Management of North Carolina LLC
✚
|
NC | 162.8 M |
|
Five Eleven Family Office LLC
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|
NY | 162.7 M |
|
Main Advisory Inc
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|
PA | 162.7 M |
|
Morman Kaplan Brilliant and Fransko LLC
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MI | 162.7 M |
|
Lewinter Wealth Advisors LLC
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|
162.5 M | |
|
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|
IL | 162.5 M |
|
Dedicated Capital Advisors LLC
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|
CA | 162.5 M |
|
Taurus Financial LLC
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|
NJ | 162.5 M |
|
Tempered Investment Management Ltd
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|
162.4 M | |
|
Bestgate Wealth Advisors LLC
✚
|
MD | 162.4 M |