MCW FINANCIAL, INC.

MCW FINANCIAL, INC. of CRESCENT SPRINGS, KY is an SEC-registered investment adviser (CRD 157609). Regulatory assets under management: $160.8M.

Registration

• CRD: 157609
• SEC file number: 801-121337
• Type: Registered investment adviser
• Location: 634 BUTTERMILK PIKE, CRESCENT SPRINGS, KY, 41017-1302
• Phone: (859) 578-2200
• Latest filing: 2026-03-18
• Regulatory AUM: $160.8M
• Discretionary AUM: $155.1M
• Non-discretionary AUM: $5.7M
• Clients: 3
• Accounts: 259

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157609 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search