# MC Financial Management, Inc.

> MC Financial Management, Inc. is a state-registered investment advisory firm, registered since 1999, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 13, 2026.

- CRD: 112516
- Filed as: MC FINANCIAL MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: January 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/112516
- AdvisorCensus page: https://advisorcensus.com/firm/mc-financial-management-inc-112516

## Quick answers

**How is MC Financial Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), MC Financial Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is MC Financial Management, Inc. registered with the SEC or a state?**
MC Financial Management, Inc. is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 112516.

**How much does MC Financial Management, Inc. manage?**
MC Financial Management, Inc. reports $47,790,000 in regulatory assets under management in its Form ADV filing dated January 13, 2026 (100% discretionary).

**What types of clients does MC Financial Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (54).

**Does MC Financial Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/112516

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $47,790,000
- Discretionary: $47,790,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 54 | $47,790,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1999 (27 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mcfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MC Financial Management, Inc. (CRD 112516): Form ADV filing data as of October 2026.