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Also elected manager of MCF Financial Holdings, LLC and a control person, since March 2025. 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They include 2,792 individual clients, 648 high-net-worth individuals, and 69 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does MCF Advisors offer?","answer":"MCF Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does MCF Advisors charge?","answer":"MCF Advisors charges 0.40%–1.25% a year for its Portfolio management for individuals and/or small businesses. The fee is billed in advance and is negotiable.","source":"MCF FORM ADV PART 2A, filed 28 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does MCF Advisors use?","answer":"MCF Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $2.85B and Great-West Trust Company (Greenwood Village, CO), with $429M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does MCF Advisors have?","answer":"MCF Advisors has 30 investment adviser representatives registered with state securities authorities, out of 55 employees, and 30 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does MCF Advisors invest in?","answer":"At the end of its last fiscal year, MCF Advisors’ separately managed accounts held 47% exchange-traded equities, 44% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 2% U.S. government and agency bonds, 2% other, 1% non-exchange-traded equities and 1% pooled vehicles (private funds and similar). The 2% other category is described as: Private Investments. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns MCF Advisors?","answer":"MCF Advisors is owned through a chain of holding companies by David Harris, Aspire Holdings, LLC and Harris Capital LLC. Its direct owner is MCF Financial Holdings, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does MCF Advisors get paid?","answer":"MCF Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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