RIA Intel›Advisers›Florida›MACEDON FINANCIAL MANAGEMENT, LLC

MACEDON FINANCIAL MANAGEMENT, LLC

Advisory

FL

Data as of Aug 21, 2026 · Source: SEC Form ADV

Rank in FL

#1,702

of 2,610 advisers by AUM

Average account

$403K

across 101 accounts

AUM per adviser

$41M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 21, 2026.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$41M

Discretionary AUM$26M

Non-Discretionary AUM$15M

Discretionary %63.1%

Total Clients69

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

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.

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

69 clients

7 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

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

FIVE POINTS INVESTMENT ADVISORS, LLC

$41M

MONEY PROFESSIONALS, LLC

$41M

SANDPOINTE ASSET MANAGEMENT, LLC

$41M

CAMERONDOWNING, INC.

$41M

HARDER MANAGEMENT COMPANY, INC.

$41M

STRATEGIC WEALTH MANAGEMENT ADVISORS, INC.

TALLAHASSEE, FL

$41M

Get the full picture on MACEDON FINANCIAL MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MACEDON FINANCIAL MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans