{
  "crd_number": 337398,
  "slug": "macco-financial-group-inc-green-bay-wi-337398",
  "primary_business_name": "MACCO FINANCIAL GROUP, INC.",
  "legal_name": "MACCO FINANCIAL GROUP, INC.",
  "dbas": [],
  "city": "Green Bay",
  "state": "WI",
  "country": "United States",
  "cbsa_code": "24580",
  "metro": {
    "cbsa_code": "24580",
    "common_name": "Green Bay",
    "msa_name": "Green Bay, WI",
    "path": "/advisors/wi/green-bay"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-07-23",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-02-25",
  "carried_forward": false,
  "raum_total": 277794920.0,
  "raum_discretionary": 269300238.0,
  "raum_non_discretionary": 8494682.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 89067128.0,
      "count": 236
    },
    "pension_profit_sharing": {
      "raum": 793796.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 185953048.0,
      "count": 81
    },
    "corporations_other_businesses": {
      "raum": 1980948.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "MI",
    "TN",
    "TX",
    "WI"
  ],
  "websites": [
    "https://linkedin.com/company/macco-financial-group",
    "https://maccofinancial.com",
    "https://x.com/maccofinancial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337398",
  "city_as_filed": "GREEN BAY",
  "url": "https://advisorcensus.com/firm/macco-financial-group-inc-green-bay-wi-337398",
  "display_name": "Macco Financial Group, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Macco Financial Group, Inc. (CRD 337398): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Macco Financial Group, Inc. compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Macco Financial Group, Inc. charge?",
      "a": "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."
    },
    {
      "q": "Where is Macco Financial Group, Inc. located?",
      "a": "Macco Financial Group, Inc.'s principal office is in Green Bay, WI, according to its Form ADV."
    },
    {
      "q": "Is Macco Financial Group, Inc. registered with the SEC or a state?",
      "a": "Macco Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337398."
    },
    {
      "q": "How much does Macco Financial Group, Inc. manage?",
      "a": "Macco Financial Group, Inc. reports $277,794,920 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (97% discretionary)."
    },
    {
      "q": "How have Macco Financial Group, Inc.'s assets and staff changed since 2025?",
      "a": "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."
    },
    {
      "q": "What types of clients does Macco Financial Group, Inc. serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Macco Financial Group, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does Macco Financial Group, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Macco Financial Group, Inc. state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Macco Financial Group, Inc.'s recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 6,
      "filing_date": "2025-06-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 277794920.0,
      "total_employees": 8,
      "filing_date": "2026-02-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $0 to $261,910,622.",
        "Registered or notice-filed in FL, GA, MI, TN, TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.3% of assets a year",
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $150 to $450 a quarter (ongoing financial planning fee)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.3% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $150 to $450 a quarter (ongoing financial planning fee)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.3,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": null,
          "min": 150.0,
          "max": 450.0,
          "period": "quarterly",
          "service": "ongoing financial planning fee"
        }
      ]
    },
    "quotes": [
      "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.",
      "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.",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/macco-financial-group-inc-green-bay-wi-337398.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 236,
      "fewer_than_5": false,
      "raum": 89067128.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 81,
      "fewer_than_5": false,
      "raum": 185953048.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 793796.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 1980948.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337398",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}