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Mcf Advisors, LLC CRD 130372
$4.68B regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-16 |
| KY | RA | APPROVED | 2025-11-08 |
Branch Locations
Fort Worth, TX • United States
333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Auburn High School | Auburn | AL | 08/2014 | 05/2018 |
| Auburn City Schools | Auburn | AL | 02/2018 | 05/2018 |
| Chick-Fil-A | Auburn | AL | 09/2017 | 05/2018 |
| Coastal Community College | Fairhope | AL | 08/2018 | 12/2018 |
| Southern Union State Community College | Opelika | AL | 01/2019 | 12/2020 |
| Auburn University | Auburn | AL | 01/2021 | 12/2022 |
| The Preiss Company | Auburn | AL | 08/2022 | 01/2023 |
| Pho Lee | Auburn | AL | 08/2018 | 03/2023 |
| Sierra Investment Management, Inc. | Santa Monica | CA | 05/2023 | 04/2025 |
| Northern Lights Distributors, Llc | Elkhorn | NE | 06/2023 | 04/2025 |
| Mcf Advisors Llc | Covington | KY | 08/2025 | Present |
| Unemployed | Covington | KY | 05/2025 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-29 |
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