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MACCO FINANCIAL GROUP, INC.
CRD 337398File 801-133933
APPROVED
Retail clients
Custody
Filing as of Feb 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$277.8M
Below cohort median (national)
Discretionary AUM
$269.3M
Non-discretionary $8.5M
Clients
322
1,467 accounts
Employees
8
Below cohort median in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 23, 2025
- Principal office
- 1138 MAIN STREET, GREEN BAY, WI, 54301
- Phone
- (920) 617-6830
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $277.8M
- Discretionary AUM
- $269.3M
- Non-discretionary AUM
- $8.5M
- Discretionary accounts
- 1,429
- Non-discretionary accounts
- 38
- Total accounts
- 1,467
- AUM per client
- $863K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.0M |
| High net worth individuals | 81 | $186.0M |
| Pension and profit sharing plans | 5 | $794K |
| Individuals (other than high net worth individuals) | 236 | $89.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.