JMAC Enterprises LLC

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Client assets under management

$637,230,460

Clients

177

51% high-net worth

Advisors

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Typical

Average account size

$3,600,172

About

JMAC Enterprises LLC provides wealth management and discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses, and pension plans. The firm manages approximately $722 million in client assets and serves clients through customized investment programs and ongoing financial planning support.

JMAC typically constructs portfolios using ETFs, individual securities, bonds, mutual funds, options, and may allocate to unaffiliated independent managers while maintaining oversight; its stated approach is primarily long‑term focused but allows shorter‑term trading for rebalancing or tactical reasons. The firm acts as a fiduciary for ERISA and IRA accounts, offers 3(21)/3(38) retirement-plan services, and provides continuous client contact and formal annual reviews.

Compared with many peer teams, JMAC combines a relatively large asset base with a small advisory staff, resulting in an uncommon AUM‑per‑advisor profile, and it sponsors a wrap‑fee program that bundles transaction, administrative, and custody costs into its asset‑based fee. The firm also discloses the use of short‑term margin/borrowing in separately managed accounts and maintains institutional custody relationships (including platform arrangements) that provide certain economic benefits to the advisor, all of which are described in its disclosure brochure.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Retirement income strategy Cash flow / budgeting

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Standalone financial planning fees range from $2,500 to $25,000 annually.

Commissions

Certain Advisory Persons earn commissions for selling insurance products, separate and in addition to advisory fees.

Other

Account minimum: $5,000,000

Main office location

JMAC Enterprises LLC

201 South State St, Suite 2 A

Newtown PA 18940, United States

Number of offices

Most active in

California · Florida · Illinois · Louisiana · Maryland · New Jersey · Pennsylvania · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 267-753-7066

Advisors at this firm

L M

Series 65

Newtown, PA

JMAC Enterprises LLC

L Macaulay is a financial advisor at JMAC Enterprises LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo Advisors Financial Network and Wells Fargo Clearing Services. JMAC Enterprises LLC, operating as Brick House Strategic Wealth, serves individuals, trusts, estates, businesses, and retirement plans with wealth management, discretionary investment management, and financial planning. The firm employs a long-term investment approach using fundamental and technical analysis and manages approximately $919 million with a small team.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Retirement income strategy Cash flow / budgeting Founder/Business Owner Executive

Morgan Z

CFP®, Series 66

Newtown, PA

JMAC Enterprises LLC

Morgan Zafonte is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at JMAC Enterprises LLC since 2021 and previously held roles at Wells Fargo Advisors Financial Network, LLC and Johnson & Johnson. JMAC Enterprises LLC, operating as Brick House Strategic Wealth, provides comprehensive wealth management, discretionary investment management, and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using fundamental and technical analysis and manages approximately $919 million with a small team, offering services that include retirement-plan advisory and fiduciary roles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Retirement income strategy Cash flow / budgeting Founder/Business Owner Executive

Robert M

CFP®, Series 63, Series 65

Newtown, PA

JMAC Enterprises LLC

Robert Macaulay is a CFP®-designated financial advisor with 36 years of industry experience. He is currently with JMAC Enterprises LLC and has previously worked at Wells Fargo Advisors and its affiliated entities. Outside of advisory work, he is involved in insurance sales on a limited basis. JMAC Enterprises LLC, operating as Brick House Strategic Wealth, serves individuals, trusts, estates, businesses, and retirement plans with wealth management, discretionary investment management, and financial planning services. The firm employs a long-term investment strategy using both fundamental and technical analysis and manages approximately $919 million with a small team, also sponsoring a wrap-fee program for clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Retirement income strategy Cash flow / budgeting Founder/Business Owner Executive

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