# Columbus Macro, LLC

> 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.

- CRD: 286374
- Filed as: COLUMBUS MACRO, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286374
- AdvisorCensus page: https://advisorcensus.com/firm/columbus-macro-llc-286374

## Quick answers

**How is Columbus Macro, LLC compensated?**
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.

**Is Columbus Macro, LLC registered with the SEC or a state?**
Columbus Macro, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286374.

**How much does Columbus Macro, LLC manage?**
Columbus Macro, LLC reports $970,251,440 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**How have Columbus Macro, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Columbus Macro, LLC serve?**
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).

**Which custodians does Columbus Macro, LLC use?**
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.

**Does Columbus Macro, LLC report any disciplinary disclosures?**
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

**What changed in Columbus Macro, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $777,327,162 to $970,251,440 (+25%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $970,251,440
- Discretionary: $970,251,440
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,741,979 |
| High net worth individuals | 10 | $79,065,206 |
| State or municipal government entities (including government pension plans) | 3 | $13,131,452 |
| Other investment advisers | 5 | $876,312,803 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2017 (9 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, FL, PA, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- columbusmacro.com
- vimeo.com/user122193399
- LinkedIn @COLUMBUSMACRO

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $369,351,821 | 8 | April 27, 2021 |
| October 2022 | $323,018,487 | 8 | May 17, 2022 |
| October 2023 | $290,808,687 | 7 | March 17, 2023 |
| October 2024 | $277,293,048 | 7 | February 16, 2024 |
| October 2025 | $777,327,162 | 7 | February 28, 2025 |
| October 2026 | $970,251,440 | 7 | February 27, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $777,327,162 to $970,251,440 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Columbus Macro, LLC (CRD 286374): Form ADV filing data as of October 2026.