# MCS Family Wealth Advisors

> MCS Family Wealth Advisors is an SEC-registered investment advisory firm in Bend, OR, registered since 1990, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 106327
- Filed as: MCS FAMILY WEALTH ADVISORS
- Legal name: MCS Financial Advisors LLC
- Also doing business as: MCS FAMILY WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bend, OR
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106327
- AdvisorCensus page: https://advisorcensus.com/firm/mcs-family-wealth-advisors-bend-or-106327

## Quick answers

**How is MCS Family Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), MCS Family Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is MCS Family Wealth Advisors located?**
MCS Family Wealth Advisors' principal office is in Bend, OR, according to its Form ADV; the March 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is MCS Family Wealth Advisors registered with the SEC or a state?**
MCS Family Wealth Advisors is an SEC-registered investment advisory firm, registered since 1990. Status as filed: Approved. CRD 106327.

**How much does MCS Family Wealth Advisors manage?**
MCS Family Wealth Advisors reports $162,620,869 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary).

**How have MCS Family Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for MCS Family Wealth Advisors: Regulatory assets under management: $179,943,450 in the October 2021 data and $162,620,869 in the October 2026 data, down 10%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does MCS Family Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (54); individuals (other than high net worth individuals) (10); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does MCS Family Wealth Advisors use?**
MCS Family Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does MCS Family Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106327

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $162,620,869
- Discretionary: $162,620,869
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $6,388,783 |
| High net worth individuals | 54 | $154,526,142 |
| Banking or thrift institutions | 0 | $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) | 1 | $1,705,944 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 1990 (36 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Bend, OR
- Eugene, OR

### Websites listed on Form ADV (Item 1.I)
- mcsfa.com
- mcsfamilywealth.com
- LinkedIn @542440
- LinkedIn @JEFFREY-YAMADA-8B91597
- LinkedIn @MICHAEL-STALKER-0451276

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $179,943,450 | 2 | August 9, 2021 |
| October 2022 | $165,571,798 | 2 | August 25, 2022 |
| October 2023 | $157,228,932 | 2 | July 6, 2023 |
| October 2024 | $157,477,593 | 2 | September 25, 2024 |
| October 2025 | $156,754,850 | 2 | March 12, 2025 |
| October 2026 | $162,620,869 | 2 | February 6, 2026 |

Regulatory assets under management: $179,943,450 in the October 2021 data and $162,620,869 in the October 2026 data, down 10%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MCS Family Wealth Advisors (CRD 106327): Form ADV filing data as of October 2026.