MC FINANCIAL SERVICES, INC.

MC FINANCIAL SERVICES, INC. is an SEC-registered investment adviser (CRD 146331). Regulatory assets under management: $68.6M.

Registration

• CRD: 146331
• Type: Registered investment adviser
• Phone: 502-418-3025
• Latest filing: 2026-03-30
• Regulatory AUM: $68.6M
• Discretionary AUM: $2.3M
• Non-discretionary AUM: $66.3M
• Clients: 5
• Accounts: 190

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146331 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search