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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

JMAC ENTERPRISES LLC

CRD 312710

NEWTOWN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5fe5bb67-9a4a-9bbf-e938-7e3dc7172f9e

Data as of May 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 5
On other graphs: 0
Observed: Jan 29, 2021 to May 6, 2026
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.88 fund_share=0.0 institutional_share=0.12 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $722MItem 5.F on the latest filing (2026-05-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $719M
Private client RAUM: $637MderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $241Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 183
Individual clients: 86
High net worth clients: 91
Custody, client assets: $4.1M
SEC number: 801-120407
CIK: 1907294
CRD: 312710
Filings on the tape: 15
First filed: Jan 29, 2021
Latest filed: May 6, 2026
Organised: Limited Liability Company, PA
Website: brickhousestrategicwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT CHARLES MACAULAY	Certified Financial Planner	NEWTOWN, PA	5	37	2	no
MORGAN ELIZABETH ZAFONTE	Certified Financial Planner	NEWTOWN, PA	5	11	1	no
L CONNOR ROBERT MACAULAY	n/a	NEWTOWN, PA	5	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRICK HOUSE ADVISORY, INC.	MANAGING MEMBER	C	yes	03/2018	Jan 29, 2021	Sep 27, 2024
MACAULAY, ROBERT, CHARLES	President	E	yes	03/2018	Jan 29, 2021	Sep 27, 2024
MACAULAY, ROBERT, CHARLES	MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER	Na	yes	01/2021	Jan 29, 2021	Sep 27, 2024
SEBVIVI ENTERPRISES, INC.	MANAGING MEMBER	C	yes	02/2018	Jan 29, 2021	Sep 27, 2024
WHITEHEAD, JOHN, KENNETH	President	E	yes	02/2018	Jan 29, 2021	Sep 27, 2024
WHITEHEAD, JOHN, KENNETH	MANAGING PRINCIPAL	Na	yes	01/2021	Jan 29, 2021	Sep 27, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$722M	$719M	5	3	0	n/a	n/a
2024	Apr 24, 2025	$919M	$912M	5	3	0	n/a	n/a
2023	Mar 14, 2024	$863M	$858M	5	5	0	n/a	n/a
2022	Mar 28, 2023	$854M	$834M	5	5	1	n/a	n/a
2021	Mar 2, 2022	$631M	$631M	8	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$722M	$919M	-21.4%	$854M	-5.4%	5	5	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PW NOVA FINANCIAL SERVICES LLC	2	Apr 24, 2025	Jan 10, 2025	NEWTOWN, PA	Team lift out	RIA to RIA	40.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	2	Apr 29, 2021	Mar 25, 2021	MIAMI BEACH, FL	Team lift out	Wirehouse to new firm	0.1%
WELLS FARGO ADVISORS	2	Apr 29, 2021	Mar 25, 2021	NEWTOWN, PA	Team lift out	Wirehouse to new firm	0.1%

Relationships

Affiliated with (1)

← PW NOVA FINANCIAL SERVICES LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (5)

← L CONNOR ROBERT MACAULAYAdvisorregistration: current employment
Jul 1, 2021 to presentfactForm ADV
← MORGAN ELIZABETH ZAFONTEAdvisorregistration: current employment
Mar 25, 2021 to presentfactForm ADV
← ROBERT CHARLES MACAULAYAdvisorregistration: current employment
Mar 8, 2021 to presentfactForm ADV
← JOHN KENNETH WHITEHEADAdvisorregistration: previous registration
Mar 8, 2021 to Apr 24, 2025factForm ADV
← MICHAEL RAYMOND SMITHAdvisorregistration: previous registration
Mar 25, 2021 to Apr 24, 2025factForm ADV

Moved with (2)

→ PW NOVA FINANCIAL SERVICES LLCRegistered adviser2 advisors, team lift out, same day
Apr 24, 2025 to Jan 10, 2025factForm ADV
← WELLS FARGO ADVISORSRegistered adviser2 advisors, team lift out, same day
Apr 29, 2021 to Mar 25, 2021factForm ADV

Controls (4)

← MACAULAY, ROBERT, CHARLESOwnerPRESIDENT, ownership code E, individual
Jan 29, 2021 to Sep 27, 2024factForm ADV
← WHITEHEAD, JOHN, KENNETHOwnerPRESIDENT, ownership code E, individual
Jan 29, 2021 to Sep 27, 2024factForm ADV
← BRICK HOUSE ADVISORY, INC.OwnerMANAGING MEMBER, ownership code C, domestic entity
Jan 29, 2021 to Sep 27, 2024factForm ADV
← SEBVIVI ENTERPRISES, INC.OwnerMANAGING MEMBER, ownership code C, domestic entity
Jan 29, 2021 to Sep 27, 2024factForm ADV

Dated events

Occurred
Apr 24, 2025
Team lift-out
2 advisors left Jmac Enterprises LLC (Newtown, PA) for PW Nova Financial Services LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Apr 24, 2025
Advisor changed firm
Michael Raymond Smith left Jmac Enterprises Llc for Pw Nova Financial Services Llc (registered 2025-01-06)
Form ADVobserved 4 days ago
Occurred
Apr 24, 2025
Advisor changed firm
John Kenneth Whitehead left Jmac Enterprises Llc for Pw Nova Financial Services Llc (registered 2025-01-10)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Regulatory AUM changed
Jmac Enterprises Llc reported RAUM $854.0M, up 35% from $631.0M (2022-09-29 to 2023-03-28)
Form ADVobserved 4 days ago
$223M
Occurred
Jan 29, 2021
First Form ADV filing
Jmac Enterprises Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5fe5bb67-9a4a-9bbf-e938-7e3dc7172f9e
First observed: Jan 29, 2021
Last observed: May 6, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JMAC ENTERPRISES LLC

CRD 312710

NEWTOWN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5fe5bb67-9a4a-9bbf-e938-7e3dc7172f9e

Data as of May 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:33 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT CHARLES MACAULAY

Certified Financial Planner

NEWTOWN, PA

MORGAN ELIZABETH ZAFONTE

Certified Financial Planner

NEWTOWN, PA

L CONNOR ROBERT MACAULAY

n/a

NEWTOWN, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRICK HOUSE ADVISORY, INC.

MANAGING MEMBER

yes

03/2018

Jan 29, 2021

Sep 27, 2024

MACAULAY, ROBERT, CHARLES

President

yes

03/2018

Jan 29, 2021

Sep 27, 2024

MACAULAY, ROBERT, CHARLES

MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER

yes

01/2021

Jan 29, 2021

Sep 27, 2024

SEBVIVI ENTERPRISES, INC.

MANAGING MEMBER

yes

02/2018

Jan 29, 2021

Sep 27, 2024

WHITEHEAD, JOHN, KENNETH

President

yes

02/2018

Jan 29, 2021

Sep 27, 2024

WHITEHEAD, JOHN, KENNETH

MANAGING PRINCIPAL

yes

01/2021

Jan 29, 2021

Sep 27, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$722M

$719M

n/a

2024

Apr 24, 2025

$919M

$912M

n/a

2023

Mar 14, 2024

$863M

$858M

n/a

2022

Mar 28, 2023

$854M

$834M

n/a

2021

Mar 2, 2022

$631M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$722M

$919M

-21.4%

$854M

-5.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PW NOVA FINANCIAL SERVICES LLC

Apr 24, 2025

Jan 10, 2025

NEWTOWN, PA

Team lift out

RIA to RIA

40.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Apr 29, 2021

Mar 25, 2021

MIAMI BEACH, FL

Team lift out

Wirehouse to new firm

0.1%

WELLS FARGO ADVISORS

Apr 29, 2021

Mar 25, 2021

NEWTOWN, PA

Team lift out

Wirehouse to new firm

0.1%