Macke Financial Advisory Group, Inc.
● SEC registered since 2000CRD 111318SEC# 801-57221Fort Myers, FL
Reg. AUM
$175.7M
Employees
5
Accounts
479
Location
Fort Myers, FL
Macke Financial Advisory Group, Inc. assets under management
Macke Financial Advisory Group, Inc. operates as an SEC-registered investment adviser based in Fort Myers, FL. The firm has been registered since 2000. It reports $175.7 million in regulatory assets under management and employs 5 people.
Macke Financial Advisory Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Patrick Jordan Control | Chief Compliance Officer And Chief Operating Officer | Under 5% | 2022 |
| Todd Christopher Macke Control | President | Over 75% | 1996 |
Frequently asked questions
How much does Macke Financial Advisory Group, Inc. manage?
Macke Financial Advisory Group, Inc. reports $175.7 million in regulatory assets under management on its Form ADV.
How many employees does Macke Financial Advisory Group, Inc. have?
Macke Financial Advisory Group, Inc. reports 5 employees.
Where is Macke Financial Advisory Group, Inc. located?
Macke Financial Advisory Group, Inc. is based in Fort Myers, FL and has been SEC-registered since 2000.
Does Macke Financial Advisory Group, Inc. disclose fund performance?
Macke Financial Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12699 New Brittany Blvd., Fort Myers, FL 33907 |
| Phone | 239-275-1122 |
| Fax | 239-275-8912 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$175.7M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$175.7Mregulatory AUM
Discretionary $175.7M