# 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.

- CRD: 337398
- Filed as: MACCO FINANCIAL GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Green Bay, WI
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337398
- AdvisorCensus page: https://advisorcensus.com/firm/macco-financial-group-inc-green-bay-wi-337398

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Asset-based fee: up to 1.3% of assets a year (the maximum the brochure states)

> 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)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $277,794,920
- Discretionary: $269,300,238
- Non-discretionary: $8,494,682

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 236 | $89,067,128 |
| High net worth individuals | 81 | $185,953,048 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $793,796 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,980,948 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, MI, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [maccofinancial.com](https://maccofinancial.com)
- LinkedIn @macco-financial-group
- X @maccofinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 6 | June 23, 2025 |
| October 2026 | $277,794,920 | 8 | February 25, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Macco Financial Group, Inc. (CRD 337398): Form ADV filing data as of October 2026.