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MACKE FINANCIAL ADVISORY GROUP
Legal name: MACKE FINANCIAL ADVISORY GROUP, INC.
CRD 111318File 801-57221
APPROVED
Retail clients
Filing as of Mar 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$175.7M
Bottom 25% of cohort (national)
Discretionary AUM
$175.7M
Clients
130
479 accounts
Employees
5
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 7, 2000
- Principal office
- 12699 NEW BRITTANY BLVD., FORT MYERS, FL, 33907
- Phone
- 239-275-1122
- Website
- HTTPS://MACKEFINANCIAL.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $175.7M
- Discretionary AUM
- $175.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 479
- Non-discretionary accounts
- 0
- Total accounts
- 479
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 43 | $134.5M |
| Pension and profit sharing plans | Fewer than 5 | $4.1M |
| Individuals (other than high net worth individuals) | 87 | $37.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 3 | 5 | increased by2 |
| Apr 1, 2026 | Clients | 126 | 130 | increased by4 |
| Apr 1, 2026 | AUM | $158,141,105 | $175,713,593 | increased by$17,572,488 |
| Apr 1, 2026 | Accounts | 561 | 479 | decreased by82 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 98 | 126 | increased by28 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $128,201,895 | $158,141,105 | increased by$29,939,210 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 428 | 561 | increased by133 |
| Apr 1, 2022 | Clients | 100 | 98 | decreased by2 |
| Apr 1, 2022 | AUM | $135,358,332 | $128,201,895 | decreased by$7,156,437 |
| Apr 1, 2022 | Accounts | 463 | 428 | decreased by35 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MACKE FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MACKE FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.