{ "crd_number": 314428, "slug": "macro-strategy-advisors-miami-fl-314428", "primary_business_name": "MACRO STRATEGY ADVISORS", "legal_name": "MACRO STRATEGY ADVISORS GROUP LLC", "dbas": [], "city": "Miami", "state": "FL", "country": "United States", "cbsa_code": "33100", "metro": { "cbsa_code": "33100", "common_name": "Miami", "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL", "path": "/advisors/fl/miami" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2023-03-21", "years_registered": 3, "period": "2026-10-01", "filing_date": "2026-03-16", "carried_forward": false, "raum_total": 61705646.0, "raum_discretionary": 61705646.0, "raum_non_discretionary": 0.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 7, "advisory_employees": 7, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 9606016.0, "count": 35 }, "investment_companies": { "raum": 50532140.0, "count": 38 }, "business_development_companies": { "raum": 1567490.0, "count": 2 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "other", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": true, "disclosure_yes_count": 1, "states_registered": [ "FL" ], "websites": [], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314428", "disclosure_items": [ { "item": "11.C(5)", "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?" } ], "city_as_filed": "MIAMI", "url": "https://advisorcensus.com/firm/macro-strategy-advisors-miami-fl-314428", "display_name": "Macro Strategy Advisors", "summary": "Macro Strategy Advisors is a state-registered investment advisory firm in Miami, FL, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.", "citation": "AdvisorCensus. Macro Strategy Advisors (CRD 314428): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Selection of other advisers (including private fund managers)", "Other" ], "quick_answers": [ { "q": "How is Macro Strategy Advisors compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Macro Strategy Advisors reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Macro Strategy Advisors located?", "a": "Macro Strategy Advisors' principal office is in Miami, FL, according to its Form ADV." }, { "q": "Is Macro Strategy Advisors registered with the SEC or a state?", "a": "Macro Strategy Advisors is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 314428." }, { "q": "How much does Macro Strategy Advisors manage?", "a": "Macro Strategy Advisors reports $61,705,646 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary)." }, { "q": "How have Macro Strategy Advisors' assets and staff changed since 2021?", "a": "In the Form ADV data for Macro Strategy Advisors: Regulatory assets under management: $0 in the October 2021 data and $61,705,646 in the October 2026 data. Total employees: 5 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 Macro Strategy Advisors serve?", "a": "By number of clients on Form ADV Item 5.D: investment companies (38); individuals (other than high net worth individuals) (35); business development companies (2)." }, { "q": "Does Macro Strategy Advisors report any disciplinary disclosures?", "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/314428" } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 0.0, "total_employees": 5, "filing_date": "2021-07-14" }, { "period": "2022-10-01", "regulatory_assets_under_management": 6012654.0, "total_employees": 5, "filing_date": "2022-09-26" }, { "period": "2026-10-01", "regulatory_assets_under_management": 61705646.0, "total_employees": 7, "filing_date": "2026-03-16" } ], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/macro-strategy-advisors-miami-fl-314428.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 35, "fewer_than_5": false, "raum": 9606016.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 38, "fewer_than_5": false, "raum": 50532140.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": 2, "fewer_than_5": false, "raum": 1567490.0 } ], "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.", "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/314428", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }