| Name: | MCF ADVISORS, LLC |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 18 Dec 2003 (21 years ago) |
| Organization Date: | 18 Dec 2003 (21 years ago) |
| Last Annual Report: | 14 Mar 2024 (a year ago) |
| Managed By: | Managers |
| Organization Number: | 0573022 |
| Industry: | Holding and other Investment Offices |
| Number of Employees: | Medium (20-99) |
| ZIP code: | 40507 |
| City: | Lexington |
| Primary County: | Fayette County |
| Principal Office: | 333 W. VINE STREET, SUITE 1740, LEXINGTON, KY 40507 |
| Place of Formation: | KENTUCKY |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1602905 | 50 E RIVERCENTER BLVD., SUITE 300, COVINGTON, KY, 41011 | 50 E RIVERCENTER BLVD., SUITE 300, COVINGTON, KY, 41011 | 8593928600 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2024-10-24 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-29
| Form type | N-PX |
| File number | 028-16138 |
| Filing date | 2024-08-29 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-08-05
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2024-08-05 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-16
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2024-04-16 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-01
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2024-02-01 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-19
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2023-10-19 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-24
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2023-07-24 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-18
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2023-04-18 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-31
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2023-01-31 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-09
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2022-11-09 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-11
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2022-08-11 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-05
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2022-05-05 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-14
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2022-02-14 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-12
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2021-11-12 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-10
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2021-08-10 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-13
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2021-05-13 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-09
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2021-02-09 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-11-12
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2020-11-12 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-08-11
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2020-08-11 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-04-24
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2020-04-24 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-02-07
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2020-02-07 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-10-22
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2019-10-22 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-08-06
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2019-08-06 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-05-07
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2019-05-07 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-01-25
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2019-01-25 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-10-24
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2018-10-24 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-07-20
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2018-07-20 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-05-10
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2018-05-10 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-02-06
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2018-02-06 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-10-30
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2017-10-30 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-07-25
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2017-07-25 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-05-02
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2017-05-02 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-01-23
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2017-01-23 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-11-10
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2016-11-10 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-08-11
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2016-08-11 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-05-04
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2016-05-04 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-02-08
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2016-02-08 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-11-09
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2015-11-09 |
| Reporting date | 2015-09-30 |
| File | View File |
Filings since 2015-07-24
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2015-07-24 |
| Reporting date | 2015-06-30 |
| File | View File |
Filings since 2015-04-29
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2015-04-29 |
| Reporting date | 2015-03-31 |
| File | View File |
Filings since 2015-02-04
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2015-02-04 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-11-03
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2014-11-03 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2014-11-03
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2014-11-03 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2014-11-03
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2014-11-03 |
| Reporting date | 2012-09-30 |
| File | View File |
Filings since 2014-10-31
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2014-10-31 |
| Reporting date | 2012-06-30 |
| File | View File |
Filings since 2014-10-31
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2014-10-31 |
| Reporting date | 2012-03-31 |
| File | View File |
Filings since 2014-10-28
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2014-10-28 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2014-10-27
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2014-10-27 |
| Reporting date | 2013-09-30 |
| File | View File |
Filings since 2014-10-27
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2014-10-27 |
| Reporting date | 2013-06-30 |
| File | View File |
Filings since 2014-10-27
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2014-10-27 |
| Reporting date | 2013-03-31 |
| File | View File |
Filings since 2014-10-24
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2014-10-24 |
| Reporting date | 2014-09-30 |
| File | View File |
Filings since 2014-07-29
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2014-07-29 |
| Reporting date | 2014-06-30 |
| File | View File |
Filings since 2014-05-13
| Form type | 13F-HR |
| File number | 028-16138 |
| Filing date | 2014-05-13 |
| Reporting date | 2014-03-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MCF ADVISORS, LLC CBS BENEFIT PLAN | 2023 | 200566061 | 2024-12-30 | MCF ADVISORS, LLC | 27 | |||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||
| Administrator’s EIN | 846429706 |
| Plan administrator’s name | JOSEPH HSU |
| Plan administrator’s address | 464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number | 5026954700 |
Signature of
| Role | Plan administrator |
| Date | 2024-12-30 |
| Name of individual signing | JOSEPH HSU |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2004-01-22 |
| Business code | 524210 |
| Sponsor’s telephone number | 8599670991 |
| Plan sponsor’s address | 333 WEST VINE STREET, LEXINGTON, KY, 40507 |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8599670999 |
| Plan sponsor’s address | 333 W VINE STREET, SUITE 1740, LEXINGTON, KY, 40507 |
Plan administrator’s name and address
| Administrator’s EIN | 846429706 |
| Plan administrator’s name | SHAWNA BURTON |
| Plan administrator’s address | 464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number | 5026954700 |
Signature of
| Role | Plan administrator |
| Date | 2023-12-27 |
| Name of individual signing | SHAWNA BURTON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2004-01-22 |
| Business code | 524210 |
| Sponsor’s telephone number | 8599670991 |
| Plan sponsor’s address | 333 WEST VINE STREET, LEXINGTON, KY, 40507 |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8599670999 |
| Plan sponsor’s address | 333 W VINE STREET,, SUITE 1740, LEXINGTON, KY, 40507 |
Plan administrator’s name and address
| Administrator’s EIN | 846429706 |
| Plan administrator’s name | SHAWNA BURTON |
| Plan administrator’s address | 464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number | 5026954700 |
Signature of
| Role | Plan administrator |
| Date | 2022-12-29 |
| Name of individual signing | SHAWNA BURTON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2004-01-22 |
| Business code | 524210 |
| Sponsor’s telephone number | 8599670991 |
| Plan sponsor’s address | 333 WEST VINE STREET, LEXINGTON, KY, 40507 |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8599670999 |
| Plan sponsor’s address | 333 W. VINE STREET,, SUITE 1740, LEXINGTON, KY, 40507 |
Plan administrator’s name and address
| Administrator’s EIN | 846429706 |
| Plan administrator’s name | SHAWNA BURTON |
| Plan administrator’s address | 464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number | 5026954700 |
Signature of
| Role | Plan administrator |
| Date | 2021-12-14 |
| Name of individual signing | SHAWNA BURTON |
| Valid signature | Filed with authorized/valid electronic signature |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8599670999 |
| Plan sponsor’s address | 333 W. VINE STREET, SUITE 1740, LEXINGTON, KY, 40507 |
Plan administrator’s name and address
| Administrator’s EIN | 846429706 |
| Plan administrator’s name | KELLY WOLF |
| Plan administrator’s address | 464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number | 5026954700 |
Signature of
| Role | Plan administrator |
| Date | 2020-12-23 |
| Name of individual signing | KELLY WOLF |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| CHRISTOPHER T COCHRAN | President |
| Name | Role |
|---|---|
| ROBERT SATHE | Signature |
| Name | Role |
|---|---|
| JOHN THOMAS HEMMER | Director |
| JEAN A. WILSON | Director |
| ROBERT B. SATHE | Director |
| Name | Role |
|---|---|
| DAVID J. EYRICH | Incorporator |
| Name | Role |
|---|---|
| DAVID L HARRIS, JR | Secretary |
| Name | Role |
|---|---|
| ROBERT B Sathe | Treasurer |
| Name | Role |
|---|---|
| FBT LLC | Registered Agent |
| Department | License Number | License Type / Line of Authority | Status | Issue Date | Effective Date | Inactive Date | Expiry Date | Address |
|---|---|---|---|---|---|---|---|---|
| Department of Insurance | DOI ID 587531 | Agent - Life | Inactive | 2022-06-07 | - | 2025-03-01 | 2026-03-31 | - |
| Department of Insurance | DOI ID 587531 | Agent - Health | Active | 2022-06-07 | - | - | 2026-03-31 | - |
| Department of Insurance | DOI ID 587531 | Agent - Variable Life and Variable Annuities | Inactive | 2022-06-07 | - | 2025-03-01 | 2026-03-31 | - |
| Department of Insurance | DOI ID 575631 | Agent - Life | Inactive | 2003-09-05 | - | 2009-03-31 | - | - |
| Department of Insurance | DOI ID 575631 | Agent - Health | Inactive | 2003-09-05 | - | 2009-03-31 | - | - |
| Department of Insurance | DOI ID 575631 | Agent - Variable Life and Variable Annuities | Inactive | 2003-09-05 | - | 2009-03-31 | - | - |
| Name | Action |
|---|---|
| MID CENTRAL FINANCIAL ADVISORS, INC. | Merger |
| MID-CENTRAL FINANCIAL AGENCY, INC. | Old Name |
| ROBERT B. SATHE AGENCY COMPANY | Old Name |
| Name | Status | Expiration Date |
|---|---|---|
| MCF PRIVATE INVESTMENTS | Active | 2030-03-12 |
| MCF CPA | Active | 2029-10-25 |
| MCF CPAS | Active | 2029-10-25 |
| MCF INSTITUTIONAL | Inactive | 2022-04-13 |
| MCF | Inactive | 2018-02-07 |
| MID CENTRAL FINANCIAL ADVISORS | Inactive | 2018-02-06 |
| MCF ADVISORS | Inactive | 2017-05-04 |
| Name | File Date |
|---|---|
| Certificate of Assumed Name | 2025-03-12 |
| Registered Agent name/address change | 2025-03-07 |
| Principal Office Address Change | 2025-03-05 |
| Certificate of Assumed Name | 2024-10-25 |
| Certificate of Assumed Name | 2024-10-25 |
| Annual Report | 2024-03-14 |
| Annual Report | 2023-05-02 |
| Certificate of Assumed Name | 2022-07-11 |
| Certificate of Assumed Name | 2022-07-08 |
| Certificate of Assumed Name | 2022-07-08 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 4430427000 | 2020-04-03 | 0457 | PPP | 50 E RIVERCENTER BLVD STE 300, COVINGTON, KY, 41011-1503 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
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Sources: Kentucky Secretary of State
