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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MACKE FINANCIAL ADVISORY GROUP

MACKE FINANCIAL ADVISORY GROUP, INC., CRD 111318

FORT MYERS, FL

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:ef8528f6-f8b5-dd7e-e2e7-3c135e38e177

Data as of Mar 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 14, 2012 to Mar 12, 2026
30 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=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $176MItem 5.F on the latest filing (2026-03-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $176M
Private client RAUM: $172MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $58.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 479
Individual clients: 87
High net worth clients: 43
SEC number: 801-57221
CRD: 111318
Filings on the tape: 30
First filed: Feb 14, 2012
Latest filed: Mar 12, 2026
Organised: Corporation, FL
Website: greatergiftsfo.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
Kevin Patrick Jordan	Certified Financial Planner	FORT MYERS, FL	5	11	n/a	no
TODD CHRISTOPHER MACKE	Certified Financial Planner	FORT MYERS, FL	0	36	1	no
Joseph Robert Pendenza	n/a	FORT MYERS, FL	0	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
Jordan, Kevin, Patrick	CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER	Na	yes	02/2022	Mar 10, 2022	Mar 2, 2024
MACKE, TODD, CHRISTOPHER	President	E	yes	06/1996	Feb 14, 2012	Mar 2, 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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 12, 2026	$176M	$176M	5	2	0	n/a	n/a
2024	Mar 22, 2025	$158M	$158M	3	2	0	n/a	n/a
2023	Mar 1, 2024	$147M	$147M	4	2	0	n/a	n/a
2022	Mar 7, 2023	$136M	$136M	4	2	0	n/a	n/a
2021	Mar 10, 2022	$128M	$128M	3	2	0	n/a	n/a
2020	Mar 25, 2021	$135M	$125M	3	3	0	n/a	n/a
2019	Mar 30, 2020	$128M	$122M	2	1	0	n/a	n/a
2018	Mar 29, 2019	$142M	$142M	2	2	0	n/a	n/a
2017	Mar 30, 2018	$150M	$3.8M	2	2	1	n/a	n/a
2016	Mar 29, 2017	$132M	$101M	3	1	n/a	n/a	n/a
2015	Mar 28, 2016	$138M	$138M	3	1	n/a	n/a	n/a
2014	Mar 30, 2015	$151M	$151M	3	1	n/a	n/a	n/a
2013	Mar 13, 2014	$141M	$141M	3	1	n/a	n/a	n/a
2012	Mar 26, 2013	$136M	$136M	2	1	n/a	n/a	n/a
2011	Feb 14, 2012	$126M	$116M	n/a	n/a	n/a	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	0

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	$176M	$158M	11.1%	$136M	8.8%	5	3	0	0

Relationships

Registered with (4)

← Joseph Robert PendenzaAdvisorregistration: current employment
Apr 15, 2026 to presentfactForm ADV
← TODD CHRISTOPHER MACKEAdvisorregistration: previous registration
Apr 18, 1997 to Dec 31, 2025factForm ADV
← Kevin Patrick JordanAdvisorregistration: current employment
Oct 26, 2020 to presentfactForm ADV
← CURTIS WATSON HARRELLAdvisorregistration: previous registration
Nov 9, 2017 to Mar 4, 2020factForm ADV

Controls (2)

← MACKE, TODD, CHRISTOPHEROwnerPRESIDENT, ownership code E, individual
Feb 14, 2012 to Mar 2, 2024factForm ADV
← Jordan, Kevin, PatrickOwnerCHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER, ownership code NA, individual
Mar 10, 2022 to Mar 2, 2024factForm ADV

Dated events

Occurred
Mar 10, 2022
Control person joined
Patrick Kevin Jordan (Chief Compliance Officer And Chief Operating Officer) appeared on Schedule A of Macke Financial Advisory Group
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ef8528f6-f8b5-dd7e-e2e7-3c135e38e177
First observed: Feb 14, 2012
Last observed: Mar 12, 2026 6 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.

MACKE FINANCIAL ADVISORY GROUP

MACKE FINANCIAL ADVISORY GROUP, INC., CRD 111318

FORT MYERS, FL

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:ef8528f6-f8b5-dd7e-e2e7-3c135e38e177

Data as of Mar 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:46 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Kevin Patrick Jordan

Certified Financial Planner

FORT MYERS, FL

n/a

TODD CHRISTOPHER MACKE

Certified Financial Planner

FORT MYERS, FL

Joseph Robert Pendenza

n/a

FORT MYERS, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Jordan, Kevin, Patrick

CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER

yes

02/2022

Mar 10, 2022

Mar 2, 2024

MACKE, TODD, CHRISTOPHER

President

yes

06/1996

Feb 14, 2012

Mar 2, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 12, 2026

$176M

n/a

2024

Mar 22, 2025

$158M

n/a

2023

Mar 1, 2024

$147M

n/a

2022

Mar 7, 2023

$136M

n/a

2021

Mar 10, 2022

$128M

n/a

2020

Mar 25, 2021

$135M

$125M

n/a

2019

Mar 30, 2020

$128M

$122M

n/a

2018

Mar 29, 2019

$142M

n/a

2017

Mar 30, 2018

$150M

$3.8M

n/a

2016

Mar 29, 2017

$132M

$101M

n/a

2015

Mar 28, 2016

$138M

n/a

2014

Mar 30, 2015

$151M

n/a

2013

Mar 13, 2014

$141M

n/a

2012

Mar 26, 2013

$136M

n/a

2011

Feb 14, 2012

$126M

$116M

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

$176M

$158M

11.1%

$136M

8.8%