Macc IV Group

Overview

Macc IV Group is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm’s client focus is individuals and families, with advisory services built around financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include both a percentage-of-assets model and fixed fees. Investment strategy is equity centric: the firm shows a clear preference for exchange-traded equities as the primary portfolio sleeve. Portfolios are constructed with liquid, listed instruments as the core exposure while supplementing with mutual funds and select third‑party alternative managers. The adviser does not identify as an active ESG investor, is not positioned as a pension consultant, and operates without a multi‑state registration posture.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices