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MACRO ADVISORS, INC.

YORK, PA · CRD 118832 · IAPD ↗ · macroadv.com · 717-764-4566

$370.9MRegulatory AUM
8Advisory reps
9Employees
0Clients
26-50Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — MACRO ADVISORS, INC. notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2026 — MACRO ADVISORS, INC. reported RAUM up 46% ($253.3M -> $370.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
June 2025 — MACRO ADVISORS, INC. notice-filed in NC, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2025 — MACRO ADVISORS, INC. reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
May 2024 — MACRO ADVISORS, INC. notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.