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William Shawn Clark

Mcf Advisors, LLC

Louisville, KY

Lexington, KY

CRD 6315017

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Employer firm

Mcf Advisors, LLC CRD 130372

$4.68B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Mcf Advisors, Llc

333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-01-01
  • KY RA
    APPROVED
    Since 2026-01-01

Branch Locations

4938 Brownsboro Rd Suite 201, Louisville, KY 40222 • United States

333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Accredited Wealth Management Llc Louisville KY 05/2014 12/2025
Mcf Advisors Llc Louiisville KY 12/2025 Present
  • 05/2014 → 12/2025
    Accredited Wealth Management Llc
    Louisville, KY
  • 12/2025 → Present
    Louiisville, KY
Previous Registrations
  • 2014-08-13 → 2025-12-26
    Accredited Wealth Management Llc
    Louisville, KY
Other Businesses

1. FEAT LOUISVILLE / INVESTMENT-RELATED: NO / NATURE OF BUSINESS: SUPPORT, EDUCATION & PROGRAMS TO FAMILIES WITH INDIVIDUALS ON THE SPECTRUM / TITLE: BOARD MEMBER / START DATE: 10/2026 / HOURS PER MONTH: <5 / HOURS PER MONTH DURING SECURITIES TRADING HOURS: <5 / DUTIES: BOARD MEMBER

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-13
  • S65 Uniform Investment Adviser Law Examination
    2014-08-13
Other Names
  • Shawn Clark

View on SEC IAPD

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