MCS Family Wealth Advisors

RIASEC RegisteredEst. 1990

Total AUM

$163M

Discretionary

$163M

100% of AUM

Avg account

$739K

Accounts

220

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 106327
Registered since: May 31, 1990
Website: mcsfa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI95.02%
Individuals3.93%
Pension & Profit Sharing Plans1.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

MCS Family Wealth Advisors is an independent registered investment adviser organized as an LLC and operating since 1990. The firm serves individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fee model combines a percentage-of-assets approach with the option for hourly charges. The firm reports a fixed-income orientation and does not market itself as an active ESG investor or a multi-state adviser. MCS does not present itself as a dedicated capital allocator, but it engages third-party managers as part of client portfolios. Advisory services are focused on discretionary portfolio management and planning rather than pension consulting or related-adviser activities.