# Macedon Financial Management, LLC

> Macedon Financial Management, LLC is a state-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 21, 2026.

- CRD: 333269
- Filed as: MACEDON FINANCIAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333269
- AdvisorCensus page: https://advisorcensus.com/firm/macedon-financial-management-llc-333269

## Quick answers

**How is Macedon Financial Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Macedon Financial Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Macedon Financial Management, LLC registered with the SEC or a state?**
Macedon Financial Management, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333269.

**How much does Macedon Financial Management, LLC manage?**
Macedon Financial Management, LLC reports $40,700,000 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (63% discretionary).

**What types of clients does Macedon Financial Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); pension and profit sharing plans (but not the plan participants or government pension plans) (28); high net worth individuals (7).

**Does Macedon Financial Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333269

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $40,700,000
- Discretionary: $25,700,000
- Non-discretionary: $15,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $4,840,000 |
| High net worth individuals | 7 | $3,100,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 28 | $17,600,000 |
| Charitable organizations | 1 | $560,000 |
| Corporations or other businesses not listed above | 1 | $14,600,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

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

### Websites listed on Form ADV (Item 1.I)
- macedonfinancial.com
- LinkedIn @alexanderjosephking

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Macedon Financial Management, LLC (CRD 333269): Form ADV filing data as of October 2026.