# MC Financial Services, Inc.

> MC Financial Services, Inc. is a state-registered investment advisory firm, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 146331
- Filed as: MC FINANCIAL SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/146331
- AdvisorCensus page: https://advisorcensus.com/firm/mc-financial-services-inc-146331

## Quick answers

**How is MC Financial Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), MC Financial Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is MC Financial Services, Inc. registered with the SEC or a state?**
MC Financial Services, Inc. is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 146331.

**How much does MC Financial Services, Inc. manage?**
MC Financial Services, Inc. reports $68,617,921 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (3% discretionary).

**What types of clients does MC Financial Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (67).

**Does MC Financial Services, 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/146331

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $68,617,921
- Discretionary: $2,335,920
- Non-discretionary: $66,282,001

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $68,617,921 |

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

### Firm details
- Registered since: 2003 (23 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, KY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MC Financial Services, Inc. (CRD 146331): Form ADV filing data as of October 2026.