# Macro Advisors, Inc.

> Macro Advisors, Inc. is an SEC-registered investment advisory firm in York, PA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 27, 2026.

- CRD: 118832
- Filed as: MACRO ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: York, PA
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/118832
- AdvisorCensus page: https://advisorcensus.com/firm/macro-advisors-inc-york-pa-118832

## Quick answers

**How is Macro Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Macro Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Macro Advisors, Inc. charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Hourly rate: $150 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Macro Advisors, Inc. located?**
Macro Advisors, Inc.'s principal office is in York, PA, according to its Form ADV.

**Is Macro Advisors, Inc. registered with the SEC or a state?**
Macro Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 118832.

**How much does Macro Advisors, Inc. manage?**
Macro Advisors, Inc. reports $370,874,878 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (97% discretionary).

**How have Macro Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Macro Advisors, Inc.: Regulatory assets under management: $158,645,644 in the October 2021 data and $370,874,878 in the October 2026 data, up 134%. Total employees: 7 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Macro Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (603); high net worth individuals (66); corporations or other businesses not listed above (6).

**Which custodians does Macro Advisors, Inc. use?**
Macro Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Macro Advisors, Inc. 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/118832

**Does Macro Advisors, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "In general, we require a minimum of $100,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in Macro Advisors, Inc.'s recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in DE.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $100,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

- Hourly rate: $150 an hour (financial planning services)

> We charge an hourly fee of $150.00 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

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: $370,874,878
- Discretionary: $360,667,420
- Non-discretionary: $10,207,458

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 603 | $151,531,970 |
| High net worth individuals | 66 | $205,641,432 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $10,770,199 |
| Charitable organizations | 3 | $1,875,505 |
| Corporations or other businesses not listed above | 6 | $1,055,772 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (6 years)
- Employees: 9 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, DE, FL, MD, NC, NH, NJ, PA, SC, TX, VA, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- macroadv.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $158,645,644 | 7 | June 28, 2021 |
| October 2022 | $191,258,652 | 7 | February 17, 2022 |
| October 2023 | $168,504,623 | 7 | May 11, 2023 |
| October 2024 | $208,504,099 | 7 | April 11, 2024 |
| October 2025 | $253,321,993 | 9 | May 5, 2025 |
| October 2026 | $370,874,878 | 9 | May 27, 2026 |

Regulatory assets under management: $158,645,644 in the October 2021 data and $370,874,878 in the October 2026 data, up 134%.
Total employees: 7 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in DE.

### April 2026
- Regulatory assets under management went from $253,321,993 to $370,874,878 (+46%).

### December 2025
- No longer lists an office in Hazleton, PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Macro Advisors, Inc. (CRD 118832): Form ADV filing data as of October 2026.