RIA Intel›Advisers›Florida›MAC INVESTMENT MANAGEMENT LLC

MAC INVESTMENT MANAGEMENT LLC

Advisory

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in FL

#1,645

of 2,610 advisers by AUM

Average account

$2M

across 23 accounts

AUM per adviser

$48M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$48M

Discretionary %

100%

Clients

23

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$48M

Discretionary AUM$48M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients23

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

23 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

BRIGHTPATH FINANCIAL, INC.

$48M

APIS WEALTH, LLC

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GILLESPIE WEALTH MANAGEMENT INC

$48M

PETER FISHER CROWELL

TALLAHASSEE, FL

$48M

CONTEMPORARY FINANCIAL PLANNING

JACKSONVILLE, FL

$48M

HALE & DOERR WEALTH MANAGEMENT LLC

GULF BREEZE, FL

$47M

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