SourcingSourcing

MACKE FINANCIAL ADVISORY GROUP, INC.

A65
CRD 111318·SEC 801-57221·FORT MYERS, FL
AUM
$175.7M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$527K
@ 30% margin
Est. Deal Value
$4.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MACKE FINANCIAL ADVISORY GROUP, INC.
CRD
111318
SEC file #
801-57221
EIN
—
DBA names
Macke Financial Advisory Group

Economics

AUM
$175.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$142.5M → $175.7M▲ +23%
Client mix
Individuals Other87
Individuals High Net Worth43

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
FORT MYERS FL
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
greatergiftsfo.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MACKE, TODD, CHRISTOPHER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MACKE, TODD, CHRISTOPHER
Jordan, Kevin, Patrick
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GREATERGIFTSFO.COM
Rdap Domain Creation Date
2020-09-09T19:55:06Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
NameCheap, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Altruist4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-09T19:55:06Z
Rdap Domain Last Changed
2025-08-10T07:28:14Z
Rdap Nameservers
Dns1.registrar-servers.comDns2.registrar-servers.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1450239
Trust Company Affiliate
No

People (3)

3
MACKE, TODD, CHRISTOPHER
IAR · Direct Owner · 87.5%
1450239
Jordan, Kevin, Patrick
IAR · Executive Officer · 2.5%
7265296
Joseph Robert Pendenza
IAR
8236093