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They include 91 high-net-worth individuals, 86 individual clients, and 3 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 6 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does JMAC Enterprises offer?","answer":"JMAC Enterprises provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, and philanthropic planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does JMAC Enterprises charge?","answer":"JMAC Enterprises charges up to 1.50% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.","source":"JMAC DISCLOSURE BROCHURE AND WRAP FEE PROGRAM DISCLOSURE, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does JMAC Enterprises use?","answer":"JMAC Enterprises’ separately managed account assets are held at Trade-PMR Inc. (Gainesville, FL), with $436M and Fidelity Brokerage Services LLC (Boston, MA), with $284M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does JMAC Enterprises have?","answer":"JMAC Enterprises has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does JMAC Enterprises invest in?","answer":"At the end of its last fiscal year, JMAC Enterprises’ separately managed accounts held 55% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 12% U.S. government and agency bonds, 7% state and local bonds, 4% investment grade corporate bonds, 3% cash and equivalents, 1% high-yield corporate bonds and 1% derivatives.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns JMAC Enterprises?","answer":"JMAC Enterprises is owned through a holding company by Robert Macaulay. Its direct owner is Brick House Advisory, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 6 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does JMAC Enterprises get paid?","answer":"JMAC Enterprises is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact JMAC Enterprises?","answer":"JMAC Enterprises’ main office is at 201 South State St, Suite 2a, Newtown, PA 18940. Its phone number is 267-753-7066. 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