M
$40.7M Total AUM
$25.7M Disc. AUM
-- 3Y CAGR
1 Employees
69 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vector
- Established Date
- 01-06-2025
- Office Locations
- 1
Office Locations
-- Groveland FL
About Macedon Financial Management, LLC
Macedon Financial Management, LLC is a Groveland-based RIA. The firm has been operating for 1 years. Managing $40.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$40.7M AVG AUM / ADVISOR
$589.9K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Asset Classes
Frontier foundation Summit oak
Client Personas
Bridge
Custodian
Foundation Optima fusion
Investment Themes
Quantum beacon Vital Insight value Bridge
Investment Vehicles
Horizon
Services
Vital focus Pathway pioneer Vital Insight Capital insight Eagle zenith Catalyst Legacy
Technology
Peak signal
Owner & Executives
A
ALEXANDER JOSEPH KING
Chief Compliance Officer, Managing Member
- CRD
- #6526804
- Ownership
- 75% or more
(354) 396-1678
momentum.pioneer@capitalcapital.com
in linkedin.com/in/capital-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,700,000 | -- |
| Non-Discretionary | $15,000,000 | -- |
| Total | $40,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,700,000
Cash:
7.9% Equity - Exchange:
8.3% Equity - OTC:
22.4% U.S. Government/Agency:
23.0% Corporate - Investment Grade:
11.6% Municipal Bonds:
7.7% Public Funds:
19.1% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $474,324,520 | 7.9% |
| Equity - Exchange | $498,340,951 | 8.3% |
| Equity - OTC | $1,344,920,158 | 22.4% |
| U.S. Government/Agency | $1,380,944,805 | 23.0% |
| Corporate - Investment Grade | $696,476,510 | 11.6% |
| Municipal Bonds | $462,316,304 | 7.7% |
| Public Funds | $1,146,784,600 | 19.1% |
| Total | $6,004,107,848 | 100.0% |