M
CRD: 337398
Macco Financial Group, Inc.
Green BAY, WI, 54301
9206176830
$277.8M Total AUM
$269.3M Disc. AUM
-- 3Y CAGR
8 Employees
333 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-23-2025
- Office Locations
- 1
Office Locations
1138 Main Street Green BAY WI
About Macco Financial Group, Inc.
Macco Financial Group, Inc. is a Green BAY-based RIA. The firm has been operating for 0 years. Managing $277.8M in total assets under management, with 4 advisory representatives. They custody assets with Raymond James. Services offered include Charitable Giving, Financial Planning, Insurance.
Team overview
47 AVG AGE
$69.4M AVG AUM / ADVISOR
$834.2K AVG AUM / CLIENT
0.8 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Horizon Radial
Client Personas
Beacon
Investment Themes
Quantum Beacon north
Investment Vehicles
Alpha
Services
Atlas Ridge harbor Atlas Momentum
Owner & Executives
MICHAEL JOHN MACCO
Chief Compliance Officer, President
- CRD
- #5488129
- Ownership
- 50% but less than 75%
(505) 484-4089
eagle.vertex@unisoncapital.com
in linkedin.com/in/eagle-north
PATRICK NATHAN STOA
VICE PRESIDENT
- CRD
- #6516986
- Ownership
- 50% but less than 75%
(601) 793-5836
ridge.foundation@summitcapital.com
in linkedin.com/in/pioneer-ridge
Showing 2 of 2 owners & executives
Unlock allContacts
Morgan Rae Cain
--
- CRD
- #7554253
(671) 272-6813
vertex.bridge@northcapital.com
in linkedin.com/in/peak-quantum
Andrew Murray Froelich
--
- CRD
- #6601066
(512) 488-8427
north.vital@meridiancapital.com
in linkedin.com/in/zenith-pathway
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $269,300,238 | $188,454 |
| Non-Discretionary | $8,494,682 | $223,544 |
| Total | $277,794,920 | $189,363 |
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Separately Managed Accounts
Total SMA Asset: $277,794,920
Public Funds:
30.1% Equity - Exchange:
27.9% Cash:
29.7% Municipal Bonds:
12.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,391,277,820 | 30.1% |
| Equity - Exchange | $1,289,589,740 | 27.9% |
| Cash | $1,372,789,078 | 29.7% |
| Municipal Bonds | $568,528,809 | 12.3% |
| Total | $4,622,185,447 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK FUSION | FOUNDATION VITAL | EOUGANVJA | GYKJR | 11.31% | $74,687,542 |
| WAVE SIGNAL | RADIAL ALPHA | TKD2QBP2X | CRLAF | 5.32% | $114,911,230 |
| INSIGHT FRONTIER UNISON | HARBOR INSIGHT | K9ELH9USZ | DWN | 0.96% | $113,427,542 |
| MATRIX MOMENTUM | EAGLE ALPHA | ZDRZ8ONZM | ZFGPZ | 8.44% | $7,763,066 |
| PIONEER MERIDIAN BEACON | PEAK HARBOR | 9HJSNGIZD | TDPN | 3.34% | $23,744,870 |
| WAVE QUANTUM TIMBER | VERTEX HORIZON | WTBFRJ2UB | EEI | 7.28% | $33,122,665 |
| RADIAL FRONTIER SIGNAL | CATALYST CATALYST | H51PPJMF0 | AHFGI | 3.13% | $37,394,781 |
| UNISON CREST | EMBER MATRIX | IHB7OGGDW | YACZ | 7.84% | $34,332,542 |