Macke Financial Advisory Group
Macke Financial Advisory Group is an SEC-registered wealth manager in Fort Myers, FL with $175.7M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Macke Financial Advisory Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111318, SEC 801-57221, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $175.7M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Fort Myers, FL
- Employees
- 5
- Clients
- 130
- CRD
- 111318
- Ownership
- MACKE, TODD, CHRISTOPHER; SHEPARD, LORI, A; DEARBORN, CHARLOTTE, KAY; TUCKER, THOMAS, ALTON; Jordan, Kevin, Patrick
How much AUM does Macke Financial Advisory Group have?
Macke Financial Advisory Group reported $175.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Macke Financial Advisory Group?
Disclosed owners and executives of Macke Financial Advisory Group include MACKE, TODD, CHRISTOPHER, SHEPARD, LORI, A, DEARBORN, CHARLOTTE, KAY, TUCKER, THOMAS, ALTON, Jordan, Kevin, Patrick. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.