# MCM Advisory, LLC

> MCM Advisory, LLC is a state-registered investment advisory firm in Richland, WA, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 143273
- Filed as: MCM ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Richland, WA
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143273
- AdvisorCensus page: https://advisorcensus.com/firm/mcm-advisory-llc-richland-wa-143273

## Quick answers

**How is MCM Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), MCM Advisory, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is MCM Advisory, LLC located?**
MCM Advisory, LLC's principal office is in Richland, WA, according to its Form ADV.

**Is MCM Advisory, LLC registered with the SEC or a state?**
MCM Advisory, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 143273.

**How much does MCM Advisory, LLC manage?**
MCM Advisory, LLC reports $42,884,325 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (0% discretionary).

**What types of clients does MCM Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); high net worth individuals (15).

**Does MCM Advisory, LLC 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/143273

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $42,884,325
- Discretionary: $0
- Non-discretionary: $42,884,325

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $13,312,069 |
| High net worth individuals | 15 | $29,572,256 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |

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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MCM Advisory, LLC (CRD 143273): Form ADV filing data as of October 2026.