{"url":"https://nivawealth.com/firms/macke-financial-advisory-group-111318","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/111318","regulatoryAum":175713593,"crd":"111318","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7265296","suffix":null,"lastName":"Jordan","firstName":"Kevin","middleName":"Patrick"},{"crd":"1450239","suffix":null,"lastName":"MACKE","firstName":"TODD","middleName":"CHRISTOPHER"},{"crd":"8236093","suffix":null,"lastName":"Pendenza","firstName":"Joseph","middleName":"Robert"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-05","regulatoryAum":135358332,"clients":100,"employees":3,"offices":1},{"filedOn":"2022-03-11","regulatoryAum":128201895,"clients":98,"employees":3,"offices":1},{"filedOn":"2023-07-27","regulatoryAum":136417765,"clients":110,"employees":4,"offices":1},{"filedOn":"2024-03-02","regulatoryAum":146867525,"clients":115,"employees":4,"offices":1},{"filedOn":"2025-03-22","regulatoryAum":158141105,"clients":126,"employees":3,"offices":1},{"filedOn":"2026-03-12","regulatoryAum":175713593,"clients":130,"employees":5,"offices":1}],"secFileNumber":"801-57221","legalName":"Macke Financial Advisory Group, Inc.","displayName":"Macke Financial Advisory Group","slug":"macke-financial-advisory-group-111318","website":"https://greatergiftsfo.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/macke-financial-advisory-group-feeonly/about","xUrl":"https://twitter.com/mackecfp","founded":null,"organization":"Florida corporation","fiscalYearEnd":"December","headquarters":{"street":"12699 New Brittany BLVD.","city":"Fort Myers","state":"FL","stateName":"Florida","country":"United States","postalCode":"33907"},"tradeNames":["Greater Gifts Family Office"],"registration":{"secApproved":"7 February 2000","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1320448.9692307692,"staff":{"employees":5,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":175713593,"discretionary":175713593,"discretionaryAccounts":479,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":87,"regulatoryAum":37147512},{"label":"High-net-worth individuals","clients":43,"regulatoryAum":134510854},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":4055227}],"feePrograms":[{"role":"main","program":"Investment Management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017285","versionId":1017285,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-11","documentName":"DISCLOSURE BROCHURE","fee_rate_low":0.3,"fee_rate_high":0.9,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Stand-Alone Financial Planning and Consulting","summary":"Negotiable fixed fees that generally start at $500 and hourly fees that generally start at $250; the first hour of hourly consultation is free.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017285","versionId":1017285,"submittedOn":"2026-03-11","documentName":"DISCLOSURE BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T12:09:47.1898+00:00","documents":[{"name":"DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017285","versionId":1017285,"submittedOn":"2026-03-11"}]},"custodians":[{"name":"Altruist Financial LLC","shortName":"Altruist","location":"Culver City, CA","smaAssets":137223682}],"custodyNote":"Macke Financial Advisory Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Todd Macke","title":"President","crd":"1450239"},{"name":"Kevin Jordan","title":"Chief Compliance Officer and Chief Operating Officer","crd":"7265296"}],"ownership":[{"label":"Todd Macke","detail":"President in the 75% or more ownership band and a control person, since June 1996."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"12699 New Brittany BLVD.","city":"Fort Myers","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"239-275-1122","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":22},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":6},{"label":"Securities issued by registered investment companies or business development companies","percent":50},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":10},{"label":"Cash and cash equivalents","percent":9},{"label":"Other","percent":2,"detail":"Private Real Estate Limited Partnerships"}],"privateFunds":0},"sources":{"adv1FilingDate":"12 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/111318/PDF/111318.pdf","brochureDate":"11 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017285","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Macke Financial Advisory Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Macke Financial Advisory Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Macke Financial Advisory Group charge?","answer":"Macke Financial Advisory Group charges 0.30%–0.90% a year for its Investment Management. The fee is billed in arrears and is negotiable.","source":"DISCLOSURE BROCHURE, filed 11 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Macke Financial Advisory Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Macke Financial Advisory Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Macke Financial Advisory Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Macke Financial Advisory Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Macke Financial Advisory Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Macke Financial Advisory Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 12 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}