{"url":"https://nivawealth.com/firms/maclendon-wealth-management-157819","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/157819","regulatoryAum":129587861,"crd":"157819","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4526007","suffix":null,"lastName":"OFFICE","firstName":"JEREMY","middleName":"SIMMS"},{"crd":"7845507","suffix":null,"lastName":"Sherman","firstName":"Kilburn","middleName":null}],"total":2,"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":"2021-03-23","regulatoryAum":172936188,"clients":38,"employees":2,"offices":1},{"filedOn":"2022-03-31","regulatoryAum":169866109,"clients":32,"employees":3,"offices":2},{"filedOn":"2023-03-28","regulatoryAum":115894252,"clients":32,"employees":3,"offices":2},{"filedOn":"2024-07-10","regulatoryAum":123170058,"clients":32,"employees":4,"offices":2},{"filedOn":"2025-03-12","regulatoryAum":129735249,"clients":33,"employees":3,"offices":2},{"filedOn":"2026-07-30","regulatoryAum":129587861,"clients":33,"employees":3,"offices":2}],"secFileNumber":"801-72376","legalName":"Maclendon 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LLC DISCLOSURE BROCHURE","fee_rate_low":0.9,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:20:48.579681+00:00","documents":[{"name":"MACLENDON WEALTH MANAGEMENT, LLC DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053383","versionId":1053383,"submittedOn":"2026-07-30"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037388","versionId":1037388,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":129587861}],"custodyNote":"Maclendon Wealth Management has custody of $16.8M for 3 clients.","otherCustodians":[],"leadership":[{"name":"Kilburn Sherman","title":"Chief Compliance Officer","crd":"7845507"},{"name":"Jeremy Office","title":"Principal","crd":"4526007"}],"ownership":[{"label":"Jeremy Office","detail":"Principal in the 75% or more ownership band and a control person, since June 2011."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"137 NW 1st Avenue","city":"Delray Beach","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"561-293-3520","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","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":32},{"label":"Securities issued by registered investment companies or business development companies","percent":67},{"label":"Other","percent":1,"detail":"Morgan Stanley Aip Fund"}],"privateFunds":0},"sources":{"adv1FilingDate":"30 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/157819/PDF/157819.pdf","brochureDate":"30 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053383","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 Maclendon Wealth Management have?","answer":"Maclendon Wealth Management has 33 clients and manages $130 million for them, as of July 2026. They include 22 high-net-worth individuals, 10 individual clients and 1 corporate or other business client.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Maclendon Wealth Management offer?","answer":"Maclendon Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.","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 Maclendon Wealth Management charge?","answer":"Maclendon Wealth Management charges 0.90%–2.00% a year for its Investment Management Fee. The fee is billed in advance and is negotiable.","source":"MACLENDON WEALTH MANAGEMENT, LLC DISCLOSURE BROCHURE, filed 30 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Maclendon Wealth Management use?","answer":"Maclendon Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $130M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Maclendon Wealth Management have?","answer":"Maclendon Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.","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 Maclendon Wealth Management invest in?","answer":"At the end of its last fiscal year, Maclendon Wealth Management’s separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities and 1% other. The 1% other category is described as: Morgan Stanley Aip Fund.","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 Maclendon Wealth Management?","answer":"Maclendon Wealth Management’s direct owner is Jeremy Office (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Maclendon Wealth Management get paid?","answer":"Maclendon Wealth Management 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 Maclendon Wealth Management?","answer":"Maclendon Wealth Management’s main office is at 137 NW 1st Avenue, Delray Beach, FL 33444. Its phone number is 561-293-3520. Its website is maclendon.com.","source":"Form ADV Part 1A, Item 1.F, filed 30 July 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."}