MCW FINANCIAL, INC.
Legal name: RESEARCH & PORTFOLIO MANAGEMENT
CRD #157609 SEC #801-121337 CRESCENT SPRINGS, KY (859) 578-2200
SEC Registered
Total AUM
$134.7M
Discretionary
$131.2M
Employees
4
Clients
--
Accounts
263
Firm Details
- Organization Type
- Corporation
- State of Formation
- Kentucky
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WEBER, MICHAEL, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WEBER, MICHAEL, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WEBER, MICHAEL, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WEBER, MICHAEL, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WEBER, MICHAEL, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WEBER, MICHAEL, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WEBER, MICHAEL, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (2)
KY OH
Address
634 BUTTERMILK PIKECRESCENT SPRINGS, KY 41017-1302
United States
Phone: (859) 578-2200