RESEARCH & PORTFOLIO MANAGEMENT

MCW FINANCIAL, INC.

CRD 157609 · SEC 801-121337

634 BUTTERMILK PIKE, CRESCENT SPRINGS, KY, 41017-1302, United States

Phone

(859) 578-2200

Fax

(859) 578-2206

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$160.8M

Discretionary AUM

$155.1M

Team

3 total employees; 3 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-18

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	205	$27.2M
High net worth individuals	54	$133.6M

KY, OH

Official SEC filing: View on IAPD