# Macro Strategy Advisors

> 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.

- CRD: 314428
- Filed as: MACRO STRATEGY ADVISORS
- Legal name: Macro Strategy Advisors Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314428
- AdvisorCensus page: https://advisorcensus.com/firm/macro-strategy-advisors-miami-fl-314428

## Quick answers

**How is Macro Strategy Advisors compensated?**
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.

**Where is Macro Strategy Advisors located?**
Macro Strategy Advisors' principal office is in Miami, FL, according to its Form ADV.

**Is Macro Strategy Advisors registered with the SEC or a state?**
Macro Strategy Advisors is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 314428.

**How much does Macro Strategy Advisors manage?**
Macro Strategy Advisors reports $61,705,646 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**How have Macro Strategy Advisors' assets and staff changed since 2021?**
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.

**What types of clients does Macro Strategy Advisors serve?**
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).

**Does Macro Strategy Advisors report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $61,705,646
- Discretionary: $61,705,646
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $9,606,016 |
| Investment companies | 38 | $50,532,140 |
| Business development companies | 2 | $1,567,490 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(5): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/314428

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 5 | July 14, 2021 |
| October 2022 | $6,012,654 | 5 | September 26, 2022 |
| October 2026 | $61,705,646 | 7 | March 16, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Macro Strategy Advisors (CRD 314428): Form ADV filing data as of October 2026.