Robert Bruce Sathe

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2004 → Present
  Mcf Advisors, Llc
  Covington, KY

Previous Registrations

• 2004-02-24 → 2016-12-31
  Mcf Advisors, Llc
  Covington, KY
• 2000-05-18 → 2004-03-12
  Mid Central Financial Advisors, Inc.
  Covington, KY

Other Businesses

1.CORPOREX FAMILY OF COMPANIES (CPX) / INVESTMENT-RELATED: YES / 100 E. RIVERCENTER BLVD, #1100, COVINGTON, KY 41011 / NATURE OF BUSINESS: COMMERCIAL REAL ESTATE / TITLE: BOARD OF DIRECTORS / START DATE: 1/1/2000 / HOURS PER MONTH: <10 / HOURS PER MONTH DURING SECURITIES TRADING HOURS: <5 / DUTIES: ADVISORY 2.ROEBLING CAPITAL PARTNERS / INVESTMENT-RELATED: YES / 100 E. RIVERCENTER BLVD, #1100, COVINGTON, KY 41011 / NATURE OF BUSINESS: PRIVATE PLACEMENT / TITLE: MEMBER / START DATE: 3/1/2020 / HOURS PER MONTH: <5 / HOURS PER MONTH DURING SECURITIES TRADING HOURS: <5 / DUTIES: MEMBER 3. MEK LLC / INVESTMENT-RELATED: YES/ NATURE OF BUSINESS: HOLDING COMPANY / TITLE: OWNER / START DATE: 6/3/2021 / HOURS PER MONTH: <5 / HOURS PER MONTH DURING SECURITIES TRADING HOURS: <5 / DUTIES: INVESTMENT MANAGER 4. OSST LLC / INVESTMENT-RELATED: NO / NATURE OF BUSINESS: FOR PROFIT ENTITY ESTABLISHED UNDER THE HOLLAND FOUNDATION FOR SIGHT RESTORATION, INC. / TITLE: BOARD OF DIRECTORS / START DATE: 9/2024 / HOURS PER MONTH: <5 / HOURS PER MONTH DURING SECURITIES TRADING HOURS: <5 / DUTIES: VOLUNTEER 5. LICENSED INSURANCE AGENT: MAJOR LINES / INVESTMENT-RELATED: YES / 50 E RIVERCENTER BLD #300, COVINGTON, KY 41011/ NATURE OF BUSINESS: INSURANCE / TITLE: LICENSED INSURANCE AGENT / START DATE: 10/1977 / HOURS PER MONTH: <5 / HOURS PER MONTH DURING SECURITIES TRADING HOURS: <5 / DUTIES: INSURANCE PRODUCT SUPPORT

Exams

• S66 Uniform Combined State Law Examination
  2002-10-03
• S63 Uniform Securities Agent State Law Examination
  1983-07-28

Designations

• Chartered Financial Consultant

Other Names

• Bob B Sathe