Macco Financial Group provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, and insurance. Financial planning was provided to 251–500 clients last fiscal year.
Macco Financial Group reports 322 clients. They include 236 individual clients, 81 high-net-worth individuals, and 5 pension and profit-sharing plans. Of its assets, 96.9% ($269M across 1,429 accounts) are managed with discretion; $8.49M across 38 accounts are not. It advised 11 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 32% |
| High-net-worth individuals | 25% | 67% |
| Pension and profit-sharing plans | 2% | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 236 | $89.1M | 32.1% | $377K |
| High-net-worth individuals | 81 | $186M | 66.9% | $2.3M |
| Pension and profit-sharing plans | 5 | $794K | 0.3% | $159K |
| Corporations and other businesses | Fewer than 5 | $1.98M | 0.7% | — |
| Total | 322 | $278M | 100% | — |
- Clients
- 236
- Regulatory AUM
- $89.1M
- AUM share
- 32.1%
- Avg. per client
- $377K
- Clients
- 81
- Regulatory AUM
- $186M
- AUM share
- 66.9%
- Avg. per client
- $2.3M
- Clients
- 5
- Regulatory AUM
- $794K
- AUM share
- 0.3%
- Avg. per client
- $159K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.98M
- AUM share
- 0.7%
- Avg. per client
- —
Total
- Clients
- 322
- Regulatory AUM
- $278M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 11
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Macco Financial Group is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Ongoing financial planning
- Ongoing financial planning for relationships under $250,000 is charged $150 to $450 per quarter.
Michael Macco owns 50% to 75% of Macco Financial Group. The leadership team of Macco Financial Group includes President Michael Macco. It has 8 employees, 4 of them in advisory roles.
Staff
- 8 employees
- 4 in advisory functions
- 4 state-registered reps
- 3 insurance agents
- 3 soliciting firms
- Owns 50% to 75% of Macco Financial Group, Inc.
Michael Macco
Control person · since June 2025
- Owns 50% to 75% of Macco Financial Group, Inc.
Patrick Stoa
Control person · since June 2025
Macco Financial Group’s regulatory assets grew Infinity× from $0 (June 2025) to $278M (February 2026); employees rose from 6 to 8. In 2008, Raymond James Financial Services downtown Milwaukee office (759 N. Milwaukee St.; principals not named) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $278M | 322 | 8 | 1 |
| Jun 2025June 2025 | $0 | 0 | 6 | 1 |
Firms that joined
20081 joined
- Raymond James Financial Services downtown Milwaukee office (759 N. Milwaukee St.; principals not named)No filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Macco Financial Group has 0 offices, with 1 listed address in 1 state.
Wisconsin · 1 listed address
- 1138 Main Street, Green BayHQ
Contact and registration details
- Legal name
- Macco Financial Group, Inc.
- Headquarters
- 1138 Main Street, Green Bay, WI 54301
- Website
- maccofinancial.com
- Phone
- 920-617-6830
- @macco-financial-group
- SEC file
- 801-133933
- Founded
- 2005
- Structure
- Wisconsin corporation
- Fiscal year end
- December
Macco Financial Group’s named custodian for separately managed accounts is Raymond James ($278M). Macco Financial Group has custody of $3.45M for 18 clients.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $278M100%
At year end, Macco Financial Group’s separately managed accounts were mostly in funds (68%) and stocks (25%). Its reported 13F holdings for the quarter ended 30 June 2026 total $154M across 22 positions; the largest are SPDR Series Trust (36.2%), SPDR Index Shs Fds (11.4%) and SPDR Series Trust (10.0%).
What the accounts hold
- Stocks25%
- Funds68%
- Bonds1%
- Cash6%
How many clients does Macco Financial Group have?
Macco Financial Group has 322 clients and manages $278 million for them, as of February 2026. They include 236 individual clients, 81 high-net-worth individuals, and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026
What services does Macco Financial Group offer?
Macco Financial Group provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Macco Financial Group use?
Macco Financial Group’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $278M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 February 2026
How many financial advisors does Macco Financial Group have?
Macco Financial Group has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 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
What does Macco Financial Group invest in?
At the end of its last fiscal year, Macco Financial Group’s separately managed accounts held 68% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 6% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Macco Financial Group?
Macco Financial Group’s direct owners are Michael Macco (50% to 75%) and Patrick Stoa (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 February 2026
How does Macco Financial Group get paid?
Macco Financial Group 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
How do I contact Macco Financial Group?
Macco Financial Group’s main office is at 1138 Main Street, Green Bay, WI 54301. Its phone number is 920-617-6830. Its website is maccofinancial.com.