Macke Financial Advisory Group provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 101–250 clients last fiscal year.
Macke Financial Advisory Group reports 130 clients. They include 87 individual clients and 43 high-net-worth individuals. Of its assets, 100.0% ($176M across 479 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 21% |
| High-net-worth individuals | 33% | 77% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
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) | 87 | $37.1M | 21.1% | $427K |
| High-net-worth individuals | 43 | $135M | 76.6% | $3.13M |
| Pension and profit-sharing plans | Fewer than 5 | $4.06M | 2.3% | — |
| Total | 130 | $176M | 100% | — |
- Clients
- 87
- Regulatory AUM
- $37.1M
- AUM share
- 21.1%
- Avg. per client
- $427K
- Clients
- 43
- Regulatory AUM
- $135M
- AUM share
- 76.6%
- Avg. per client
- $3.13M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.06M
- AUM share
- 2.3%
- Avg. per client
- —
Total
- Clients
- 130
- Regulatory AUM
- $176M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Macke Financial Advisory Group charges 0.30%–0.90% a year for its Investment Management. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Stand-Alone Financial Planning and Consulting
- Negotiable fixed fees that generally start at $500 and hourly fees that generally start at $250; the first hour of hourly consultation is free.
Todd Macke owns 75% or more of Macke Financial Advisory Group. The leadership team of Macke Financial Advisory Group includes President Todd Macke and Chief Operating Officer Kevin Jordan. It has 5 employees, 2 of them in advisory roles.
Staff
- 5 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Macke Financial Advisory Group, Inc.
Todd Macke
Control person · since June 1996
Macke Financial Advisory Group’s regulatory assets grew from $135M (April 2021) to $176M (March 2026); clients rose from 100 to 130 and employees from 3 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $176M | 130 | 5 | 1 |
| Mar 2025March 2025 | $158M | 126 | 3 | 1 |
| Mar 2024March 2024 | $147M | 115 | 4 | 1 |
| Jul 2023July 2023 | $136M | 110 | 4 | 1 |
| Mar 2022March 2022 | $128M | 98 | 3 | 1 |
| Apr 2021April 2021 | $135M | 100 | 3 | 1 |
Besides its headquarters, Macke Financial Advisory Group has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 12699 New Brittany BLVD., Fort MyersHQ
Other business names
Macke Financial Advisory Group has reported 1 other business name to the SEC.
- Greater Gifts Family Office
Contact and registration details
- Legal name
- Macke Financial Advisory Group, Inc.
- Headquarters
- 12699 New Brittany BLVD., Fort Myers, FL 33907
- Website
- greatergiftsfo.com
- Phone
- 239-275-1122
- SEC file
- 801-57221
- Structure
- Florida corporation
- Fiscal year end
- December
Macke Financial Advisory Group’s named custodian for separately managed accounts is Altruist ($137M). Macke Financial Advisory Group does not have custody of client assets.
- AltruistAltruist Financial LLC · Culver City, CA · $137M100%
At year end, Macke Financial Advisory Group’s separately managed accounts were mostly in funds (60%) and stocks (22%).
What the accounts hold
- Stocks22%
- Funds60%
- Registered funds50%
- Pooled vehicles10%
- Bonds7%
- State and local bonds6%
- U.S. government and agency bonds1%
- Cash9%
- Other2%
- Private real estate limited partnerships2%
How many clients does Macke Financial Advisory Group have?
Macke Financial Advisory Group has 130 clients and manages $176 million for them, as of March 2026. They include 87 individual clients and 43 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026
What services does Macke Financial Advisory Group offer?
Macke Financial Advisory Group provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Macke Financial Advisory Group charge?
Macke Financial Advisory Group charges 0.30%–0.90% a year for its Investment Management. The fee is billed in arrears and is negotiable.
Which custodians does Macke Financial Advisory Group use?
Macke Financial Advisory Group’s separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $137M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 March 2026
How many financial advisors does Macke Financial Advisory Group have?
Macke Financial Advisory Group has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Macke Financial Advisory Group invest in?
At the end of its last fiscal year, Macke Financial Advisory Group’s separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 10% pooled vehicles (private funds and similar), 9% cash and equivalents, 6% state and local bonds, 2% other and 1% U.S. government and agency bonds. The 2% other category is described as: Private Real Estate Limited Partnerships.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Macke Financial Advisory Group?
Macke Financial Advisory Group’s direct owner is Todd Macke (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 March 2026
How does Macke Financial Advisory Group get paid?
Macke Financial Advisory Group is paid through a percentage of assets under management, hourly charges 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 Macke Financial Advisory Group?
Macke Financial Advisory Group’s main office is at 12699 New Brittany BLVD., Fort Myers, FL 33907. Its phone number is 239-275-1122. Its website is greatergiftsfo.com.