$175.7M Total AUM
$175.7M Disc. AUM
-- 3Y CAGR
5 Employees
130 ADV. Clients
29 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Element frontier
- Established Date
- 04-18-1997
- Office Locations
- 2
Office Locations
12699 NEW Brittany Blvd. Fort Myers FL
-- -- FL
About Macke Financial Advisory Group
Macke Financial Advisory Group is an independent, fee-only RIA in Fort Myers, FL (serving clients since 1996) focused on high-net-worth households, retirees and families planning generational wealth transfer. The team delivers personalized financial planning and ongoing investment management, emphasizing straightforward, tax-efficient guidance. Custody includes Charles Schwab and Altruist.
Team overview
49 AVG AGE
$87.9M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
0.3 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
29yrs Firm Age
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Asset Classes
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Owner & Executives
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K
Kevin Jordan
Chief Operating Officer
- CRD
- --
(491) 646-3794
optima.legacy@alphacapital.com
in linkedin.com/in/insight-frontier
T
Todd C. Macke
Chief Executive Officer/Founder
- CRD
- --
(494) 779-7498
pathway.delta@summitcapital.com
in linkedin.com/in/frontier-optima
C
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- #61857
(533) 642-7896
zenith.vertex@vertexcapital.com
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $175,713,593 | $366,834 |
| Non-Discretionary | $0 | -- |
| Total | $175,713,593 | $366,834 |
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Separately Managed Accounts
Total SMA Asset: $175,713,593
Public Funds:
17.9% Equity - Exchange:
15.2% Private Funds:
4.7% Cash:
19.4% Municipal Bonds:
24.8% Other:
9.1% U.S. Government/Agency:
8.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $963,110,917 | 17.9% |
| Equity - Exchange | $817,837,203 | 15.2% |
| Private Funds | $252,883,872 | 4.7% |
| Cash | $1,043,818,536 | 19.4% |
| Municipal Bonds | $1,334,365,963 | 24.8% |
| Other | $489,626,220 | 9.1% |
| U.S. Government/Agency | $478,865,206 | 8.9% |
| Total | $5,380,507,917 | 100.0% |