McS Financial Advisors LLC
● SEC registered since 1990CRD 106327SEC# 801-36692
Reg. AUM
$162.6M
Employees
2
Accounts
220
Location
—
McS Financial Advisors LLC assets under management
McS Financial Advisors LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 1990. It reports $162.6 million in regulatory assets under management and employs 2 people.
McS Financial Advisors LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey B Yamada Control | Chief Compliance Officer | Under 5% | 2009 |
| Michael Charles Stalker Control | President | Under 5% | 1990 |
| The Restated Stalker Family Tr; Michael Stalker and Deborah Stalker, Trustees Control | Sole Member | Over 75% | 2013 |
Frequently asked questions
How much does McS Financial Advisors LLC manage?
McS Financial Advisors LLC reports $162.6 million in regulatory assets under management on its Form ADV.
How many employees does McS Financial Advisors LLC have?
McS Financial Advisors LLC reports 2 employees.
Does McS Financial Advisors LLC disclose fund performance?
McS Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 541-345-7023 |
| Fax | 541-345-9871 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$162.6M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$162.6Mregulatory AUM
Discretionary $162.6M