AdvisorCensus / Financial advisors / Wisconsin / Green Bay / Macco Financial Group, Inc.
Macco Financial Group, Inc. is an SEC-registered investment advisory firm in Green Bay, WI, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.
Quick answers
From the filingHow is Macco Financial Group, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Macco Financial Group, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Macco Financial Group, Inc. charge?
Its Form ADV Part 2A brochure dated February 25, 2026 states: Asset-based fee: up to 1.3% of assets a year (the maximum the brochure states); Subscription: $150 to $450 a quarter (ongoing financial planning fee). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Macco Financial Group, Inc. located?
Macco Financial Group, Inc.'s principal office is in Green Bay, WI, according to its Form ADV.
Is Macco Financial Group, Inc. registered with the SEC or a state?
Macco Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337398.
How much does Macco Financial Group, Inc. manage?
Macco Financial Group, Inc. reports $277,794,920 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (97% discretionary).
How have Macco Financial Group, Inc.'s assets and staff changed since 2025?
In the Form ADV data for Macco Financial Group, Inc.: Regulatory assets under management: $0 in the October 2025 data and $277,794,920 in the October 2026 data. Total employees: 6 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Macco Financial Group, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (236); high net worth individuals (81); pension and profit sharing plans (but not the plan participants or government pension plans) (5).
Which custodians does Macco Financial Group, Inc. use?
Macco Financial Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Macco Financial Group, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337398
Does Macco Financial Group, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated February 25, 2026 says: "Macco Financial generally requires a minimum relationship size of $250,000 to effectively implement its wealth management services. This amount may be waived or reduced at the Advisor’s sole discretion."
What changed in Macco Financial Group, Inc.'s recent Form ADV filings?
In the December 2025 filing data: Regulatory assets under management went from $0 to $261,910,622. Registered or notice-filed in FL, GA, MI, TN, TX.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1.3% of assets a year (the maximum the brochure states)
The brochure's wording
Wealth management fees are based on the market value of assets under management at the end of the prior calendar quarter. Wealth management fees range up to 1.30% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.
Account minimum: $250,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Macco Financial generally requires a minimum relationship size of $250,000 to effectively implement its wealth management services. This amount may be waived or reduced at the Advisor’s sole discretion.
Subscription: $150 to $450 a quarter (ongoing financial planning fee)
The brochure's wording
However, certain Clients with a relationship size under $250,000 will be charged an ongoing financial planning fee ranging from $150 to $450 per quarter.
As stated in the firm's Form ADV Part 2A brochure dated February 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$277,794,920 as of October 2026, filing dated February 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 8. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $277,794,920 | 8 | February 25, 2026 |
| October 2025 | $0 | 6 | June 23, 2025 |
Regulatory assets under management: $0 in the October 2025 data and $277,794,920 in the October 2026 data.
Total employees: 6 in October 2025 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- December 2025
- Regulatory assets under management went from $0 to $261,910,622.
- Registered or notice-filed in FL, GA, MI, TN, TX.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Macco Financial Group, Inc. (CRD 337398): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/macco-financial-group-inc-green-bay-wi-337398