Macke Financial Advisory Group is an SEC registered investment adviser organized as a corporation with a primary office location in Fort Myers, FL. Its latest Form ADV filing, dated March 12, 2026, reports $176M in regulatory assets under management, 5 employees, and 479 accounts.
Assets Under Management
$176M
Employees
5
Offices
--
Total Clients
130
Primary office
FORT MYERS, FL
12699 NEW BRITTANY BLVD., FORT MYERS, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.9% of total clients.
Top client categories% of clientsClients
1
Individuals
66.9%
87
2
HNWI
33.1%
43
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$176Mas of March 12, 2026
Discretionary100.0%
$176M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$176M
Total Accounts479
10Y AUM Change+$43M (+32.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee26:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.