SEC-registered investment adviser, Form ADV
MACRO ADVISORS, INC.
YORK, PA · CRD #118832 · SEC file 801-117443 · website
Regulatory AUM
$371M
Accounts
1,649
Employees
9 (8 advisory)
Regulatory assets under management (RAUM) is the gross figure Form ADV instructions require: securities portfolios without deducting borrowed money. It measures size, not skill, and no public record reports this firm's investment returns. Of the total, $361M is managed with discretion (the firm trades without asking first) and $10M without.
How this firm is paid
On Item 5.E of its Form ADV, this firm reports being compensated through a percentage of assets under management and hourly charges.
What each of these arrangements means, and the compounding arithmetic behind the percentage-of-assets model, is on the fees page.
Services, custody, and wrap programs
On its Form ADV, the firm reports providing financial planning, portfolio management for individuals and small businesses, pension consulting, and other advisory services.
The firm reports having custody of client cash or bank accounts and client securities. Custody means the firm or a related person can hold or move client assets, which is exactly why the custody question below belongs in a first meeting.
Disciplinary record
The firm reported no disciplinary or legal disclosures on Form ADV Item 11 in the current data. Individual representatives file their own disclosures separately, so check the specific person too: MACRO ADVISORS, INC. on adviserinfo.sec.gov.
Questions to ask this adviser
- Are you fee-only, or fee-based? If any compensation comes from commissions or third parties, what products does it come from?
- Are you a fiduciary at all times when advising me, and will you put that in writing? (Dual registrants can switch standards between accounts; here is why that matters.)
- Who custodies my assets, and will statements come to me directly from that custodian?
- May I have your Form CRS and your Form ADV Part 2A brochure before I sign or pay anything? (You are owed both.)
Comparing more than one firm?
Matching services introduce you to advisers from a pool of firms that pay to receive those introductions. That is the honest caveat, and it is also a fast way to get two or three firms in front of you to compare against this one. The assessment of each service, including who pays whom, is on the matching page linked below.
How matching services actually work, first
Referral disclosure: this site may earn a fee if you request an advisor match through this link. The matching service is free to you; the advisers in its pool pay it to be matched. No adviser or matching service pays to appear in the data pages on this site or to be described a certain way.
Source: this firm's own SEC Form ADV filing, dated May 27, 2026, from the July 2026 SEC monthly data release. Verify anything here against the live record at adviserinfo.sec.gov. More firms: largest firms in Pennsylvania.