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| Keyboard |
| Macro Advisors Inc
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|---|---|
| CRD # | 118832 |
| SEC # | 801-117443 |
| CIK # | 0001821406 |
| AUM | 370.9 M (2026-05-27) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 717-764-4566 |
| Address | 526 Greenbriar Road York, PA 17404 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.7 | ||
| Freeport McMoran Copper & Gold Inc | 1.9 | ||
| Nvidia Corp | 1.3 | ||
| Microsoft Corp | 0.9 | ||
| Alphabet Inc | 0.9 | ||
| Amazon Com Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 603 | 151.5 |
| (b) Individuals (high net worth individuals) | 66 | 205.6 |
| (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 | 5 | 10.8 |
| (h) Charitable organizations | 3 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 6 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,649 | 370.9 |
| By Discretionary | ||
| Discretionary | 1,600 | 360.7 |
| Non-Discretionary | 49 | 10.2 |
| Total | 1,649 | 370.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 370.9 | |
| Total | 1,649 | 370.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001821406] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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✚
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BDT & Associates Inc
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Duvarney Craig Douglas
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Ravenstone Capital Management Inc
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|
Archer Investment Management LLC
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|
Langley Wealth Management LLC
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|
Wealthspring Partners LLC
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|
Cosner Financial Group LLC
✚
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