MCF ADVISORS LLC Overview

Mcf Advisors Llc is an investment advisor that manages 859.5 MM dollars in regulatory AUM and has 18 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 422MM in positions, representing 49% of the manager's regulatory AUM.

MCF ADVISORS LLC StockAlpha

-2.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MCF ADVISORS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VOO 14.34% ETF 1.54% -0% 0 2%
EFA 12.22% ETF -4.09% -0.7% 0 13%
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FEATURED IN
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MCF ADVISORS LLC Founders and Key Employees

Name Title In Position Since
David L. Harris Partner January-2004
Robert B. Sathe Partner January-2004
Timothy A. Gavin Chief Compliance Officer (Cco) January-2013

MCF ADVISORS LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

MCF ADVISORS LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of analysis and investment strategies used in formulating investment advice and/or managing assets. MCF assists each client to identify and tailor their long-term investment objectives to goals that are representative and suitable to their personal situation. We typically execute this by evaluating their current financial condition through the preparation of a financial plan or through an interview process where the client’s willingness to take financial risk is assessed. MCF will tailor a diversified investment strategy or asset allocation portfolio design for the client around this assessment. While our portfolio designs are intended to be diversified in order to mitigate investment risks, there is a risk of loss of both income and principal.


Asset allocation does not ensure a profit or guarantee against loss, it is a method to help manage investment risk. Investing in securitie...
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MCF ADVISORS LLC Portfolio Concentration

MCF ADVISORS LLC Location

50 E. RIVERCENTER BLVD.,
SUITE 300
COVINGTON, Kentucky
UNITED STATES, 41011

MCF ADVISORS LLC Contact Information

Phone Number: 859-392-8600
Fax Number: 859-392-8603
Website:

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