{
  "crd_number": 286374,
  "slug": "columbus-macro-llc-286374",
  "primary_business_name": "COLUMBUS MACRO, LLC",
  "legal_name": "COLUMBUS MACRO, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-06-19",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-02-27",
  "carried_forward": false,
  "raum_total": 970251440.0,
  "raum_discretionary": 970251440.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 7,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1741979.0,
      "count": 4
    },
    "state_municipal": {
      "raum": 13131452.0,
      "count": 3
    },
    "other_investment_advisers": {
      "raum": 876312803.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 79065206.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "FL",
    "PA",
    "SC"
  ],
  "websites": [
    "https://columbusmacro.com",
    "https://linkedin.com/COMPANY/COLUMBUSMACRO",
    "https://vimeo.com/user122193399"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286374",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/columbus-macro-llc-286374",
  "display_name": "Columbus Macro, LLC",
  "summary": "Columbus Macro, LLC is an SEC-registered investment advisory firm, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 27, 2026.",
  "citation": "AdvisorCensus. Columbus Macro, LLC (CRD 286374): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Columbus Macro, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Columbus Macro, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Columbus Macro, LLC registered with the SEC or a state?",
      "a": "Columbus Macro, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286374."
    },
    {
      "q": "How much does Columbus Macro, LLC manage?",
      "a": "Columbus Macro, LLC reports $970,251,440 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Columbus Macro, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Columbus Macro, LLC: Regulatory assets under management: $369,351,821 in the October 2021 data and $970,251,440 in the October 2026 data, up 163%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Columbus Macro, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (10); other investment advisers (5); individuals (other than high net worth individuals) (4)."
    },
    {
      "q": "Which custodians does Columbus Macro, LLC use?",
      "a": "Columbus Macro, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Columbus Macro, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286374"
    },
    {
      "q": "What changed in Columbus Macro, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $777,327,162 to $970,251,440 (+25%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 369351821.0,
      "total_employees": 8,
      "filing_date": "2021-04-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 323018487.0,
      "total_employees": 8,
      "filing_date": "2022-05-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 290808687.0,
      "total_employees": 7,
      "filing_date": "2023-03-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 277293048.0,
      "total_employees": 7,
      "filing_date": "2024-02-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 777327162.0,
      "total_employees": 7,
      "filing_date": "2025-02-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 970251440.0,
      "total_employees": 7,
      "filing_date": "2026-02-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $777,327,162 to $970,251,440 (+25%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/columbus-macro-llc-286374.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 1741979.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 10,
      "fewer_than_5": false,
      "raum": 79065206.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 13131452.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 5,
      "fewer_than_5": false,
      "raum": 876312803.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286374",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}