Macco Financial Group, Inc.
- Regulatory AUM
- $278M
- Discretionary
- $269M
- Clients
- 322
- Avg AUM / client
- $863K
- Accounts
- 1,467
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 236 | $89.1M | 32.1% |
| High net worth individuals | 81 | $186M | 66.9% |
| Pension and profit sharing plans | 5 | $794K | 0.29% |
| Corporations and other businesses | Fewer than 5 clients | $2.0M | 0.71% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Murray Froelich | Registered representative | CFP | Oct 2025 (1y) | |
| Michael John Macco | Registered representative | CFP | Oct 2025 (1y) | |
| Morgan Rae Cain | Registered representative | CFP | Oct 2025 (1y) | |
| Patrick Nathan Stoa | Registered representative | CFP | Oct 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 917 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $278M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗