GREEN BAY, WICRD 337398Latest ADV February 25, 2026
Macco Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Green Bay, WI. Its latest Form ADV filing, dated February 25, 2026, reports $278M in regulatory assets under management, 8 employees, and 1,467 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.3% of total clients.
Top client categories% of clientsClients
1
Individuals
73.3%
236
2
HNWI
25.2%
81
3
Pension Plans
1.6%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$278Mas of February 25, 2026
Discretionary96.9%
$269M
97% of total RAUM96.9%
Non-discretionary3.1%
$8M
3% of total RAUM3.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$278M
Total Accounts1,467
10Y AUM Change+$278M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee40:1
10Y Employee Change+2 (+33.3%)
* 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.