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⚲
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| Columbus Macro LLC
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|
|
|---|---|
| CRD # | 286374 |
| SEC # | 801-110635 |
| CIK # | 0001727269 |
| AUM | $970.3 M (2026-02-27) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 724-761-2510 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Enbridge Inc | 18.6 | ||
| Oneok Inc /New/ | 17.9 | ||
| Antero Midstream GP LP | 17.5 | ||
| Kinder Morgan Inc | 16.7 | ||
| Broadstone Net Lease Inc | 15.2 | ||
| Williams Companies Inc | 12.0 | ||
| Parker Hannifin Corp | 11.7 | ||
| Annaly Capital Management Inc | 11.5 | ||
| Graniteshares Gold Trust | 11.3 | ||
| Starwood Property Trust Inc | 11.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 1.7 |
| (b) Individuals (high net worth individuals) | 10 | 79.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 3 | 13.1 |
| (j) Other investment advisers | 5 | 876.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,375 | 970.3 |
| By Discretionary | ||
| Discretionary | 5,375 | 970.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,375 | 970.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 970.3 | |
| Total | 5,375 | 970.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001727269] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MAIA Wealth LLC
✚
|
CO | 1.0 |
|
Franklin Managed Options Strategies LLC
✚
|
CT | 1.0 |
|
Lebenthal Global Advisors LLC
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|
NY | 1.0 |
|
Elk River Wealth Management LLC
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|
CO | 1.0 |
|
The Arkansas Financial Group Inc
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|
AR | 1.0 |
|
Carrera Capital Advisors LLC
✚
|
MI | 1.0 |
|
Lifeworks Advisors LLC
✚
|
MI | 1.0 |
|
Blueprint Financial Advisors LLC
✚
|
NC | 1.0 |
|
Hexagon Capital Partners LLC
✚
|
AR | 1.0 |
|
Riverbend Capital Advisors LLC
✚
|
IL | 1.0 |