$32.5M Total AUM
$32.5M Disc. AUM
-- 3Y CAGR
1 Employees
170 ADV. Clients
19 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-07-2007
- Office Locations
- 1
Office Locations
-- Chandler AZ
About Macc IV Group
MACC IV Group provides investment management and strategic wealth planning for retail clients, with a goal-based planning process that includes analysis and recommendations. The practice supports needs such as retirement planning, tax and estate planning, and risk management for business owners and retirees. Portfolios are primarily ETF-based, and the firm custodies through platforms including Altruist.
Team overview
54 AVG AGE
$32.5M AVG AUM / ADVISOR
$191.2K AVG AUM / CLIENT
16.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Value alpha Alpha vertex Element horizon
Client Personas
Delta ridge Foundation
Custodian
Optima Atlas legacy Element ember Crest bridge Capital Crest beacon
Investment Themes
Pathway Legacy
Investment Vehicles
Signal
Platform
Meridian radial
Services
Delta Zenith ridge Delta Value harbor Beacon crest Pioneer Ember Radial Optima North summit Beacon Glacier momentum Value vertex Pathway
Owner & Executives
R
RODNEY ANTAR MCKINNIS
Chief Compliance Officer, Managing Partner, Owner, Partner
- CRD
- #2341594
- Ownership
- 75% or more
(595) 218-9166
ridge.matrix@vectorcapital.com
in linkedin.com/in/radial-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,500,000
Equity - Exchange:
45.7% Cash:
54.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,891,965,685 | 45.7% |
| Cash | $4,624,370,607 | 54.3% |
| Total | $8,516,336,292 | 100.0% |