|
⚲
|
| Columbus Macro LLC
✚
| |
|---|---|
| CRD # | 286374 |
| SEC # | 801-110635 |
| CIK # | 0001727269 |
| AUM | $277.3 MM (2024-02-16) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 724-761-2510 |
| Address | 103 Nesbitt Road Neshannock, PA 16105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| QCOM | 147,392.0 | 2.9 | |
| BAR | 2.5 | ||
| ABBV | 269,466.6 | 2.4 | |
| AAPL | 2,382,844.0 | 2.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.6 |
| (b) Individuals (high net worth individuals) | 10 | 61.1 |
| (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 | 7 | 17.4 |
| (j) Other investment advisers | 5 | 198.1 |
| (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 | 832 | 277.3 |
| By Discretionary | ||
| Discretionary | 832 | 277.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 832 | 277.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 277.3 | |
| Total | 832 | 277.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001727269] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ricketts Financial LLC
✚
|
KY | 0.3 |
|
Monterey Wealth Partners LLC
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|
GA | 0.3 |
|
Chapwood Capital Investment Management LLC
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|
TX | 0.3 |
|
WFG Capital Advisors LLC
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|
AL | 0.3 |
|
My Personal CFO LLC
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WA | 0.3 |
|
Intelligent Wealth Solutions LLC
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|
TX | 0.3 |
|
Elmwood Wealth Management Inc
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|
CA | 0.3 |
|
L K Benson & Company PC
✚
|
MD | 0.3 |
|
Legacy Investment Partners LLC
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|
KS | 0.3 |
|
Ridgepath Capital Management LLC
✚
|
TN | 0.3 |