SourcingSourcing

MACCO FINANCIAL GROUP, INC.

C48
CRD 337398·SEC 801-133933·GREEN BAY, WI
AUM
$277.8M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$833K
@ 30% margin
Est. Deal Value
$6.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MACCO FINANCIAL GROUP, INC.
CRD
337398
SEC file #
801-133933
EIN
300301424
DBA names
—

Economics

AUM
$277.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$261.9M → $277.8M▲ +6%
Client mix
Individuals Other236
Individuals High Net Worth81
Pension Profit Sharing Plans5

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
GREEN BAY WI
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/25/2026
ADV-W filed at
—
Website
maccofinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MACCO, MICHAEL, JOHN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MACCO, MICHAEL, JOHN
STOA, PATRICK, NATHAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
MACCOFINANCIAL.COM
Rdap Domain Creation Date
2004-04-23T18:23:02Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002111816
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-24
Edgar Last Filing Date
2026-04-23
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-23
Accession0001951757-26-000707

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2023
Soi Zip Pct 200k Plus
0.0445
Soi Zip Returns 200k Plus
510
Soi Zip Total AGI
988,938
Fdic Zip Total Deposits
95,678,219,000
Fdic Zip Branch Count
459
Fdic Zip Top Banks
Associated Bank, National Association
Nicolet National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
1138 MAIN STREETGREEN BAY, WI 54301
Business
1138 MAIN STREETGREEN BAY, WI 54301
Edgar EIN
300301424
Edgar Recent Filings
13F-HR2026-04-23 · 0001951757-26-000707
13F-HR2026-02-24 · 0001951757-26-000487
Fdic Zip Branches Raw
Commercial Trust and Savings BankMitchell, SD
Bank One, Green BayAllouez, WI
Fdic Zip HHI
3329.7
Fdic Zip Top Bank Share Pct
54.37
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-23T18:23:02Z
Rdap Domain Last Changed
2026-04-08T19:14:28Z
Rdap Nameservers
Ns-cloud-b1.googledomains.comNs-cloud-b2.googledomains.comNs-cloud-b3.googledomains.comNs-cloud-b4.googledomains.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI37,537
Returns3,010
Stub 2
AGI109,137
Returns2,920
Stub 3
AGI121,487
Returns1,970
Soi Zip Total Business Income
21,290
Soi Zip Total Cap Gains
34,368
Soi Zip Total Dividends
32,620
Soi Zip Total Returns
11,470
Top Owner CRD
5488129
Trust Company Affiliate
No

People (4)

4
MACCO, MICHAEL, JOHN
IAR · Direct Owner · 62.5%
5488129
STOA, PATRICK, NATHAN
IAR · Direct Owner · 62.5%
6516986
Morgan Rae Cain
IAR
7554253
Andrew Murray Froelich
IAR
6601066