# Macroview Investment Management LLC

> Macroview Investment Management LLC is an SEC-registered investment advisory firm in Bethesda, MD, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 25, 2026.

- CRD: 149621
- Filed as: MACROVIEW INVESTMENT MANAGEMENT LLC
- Also doing business as: FORTY W, FORTY W ADVISORS, FORTY WEALTH, FORTY WORKPLACE, MACROVIEW BOND GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bethesda, MD
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149621
- AdvisorCensus page: https://advisorcensus.com/firm/macroview-investment-management-llc-bethesda-md-149621

## Quick answers

**How is Macroview Investment Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Macroview Investment Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Macroview Investment Management LLC charge?**
Its Form ADV Part 2A brochure dated February 26, 2026 states: Flat fee: $5,000 to $100,000 (services to retirement plans); Hourly rate: $500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Macroview Investment Management LLC located?**
Macroview Investment Management LLC's principal office is in Bethesda, MD, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Macroview Investment Management LLC registered with the SEC or a state?**
Macroview Investment Management LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 149621.

**How much does Macroview Investment Management LLC manage?**
Macroview Investment Management LLC reports $387,072,284 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (100% discretionary).

**How have Macroview Investment Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Macroview Investment Management LLC: Regulatory assets under management: $137,352,200 in the October 2021 data and $387,072,284 in the October 2026 data, up 182%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Macroview Investment Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (159); high net worth individuals (66); pension and profit sharing plans (but not the plan participants or government pension plans) (14).

**Which custodians does Macroview Investment Management LLC use?**
Macroview Investment Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., National Financial Services LLC and Principal Trust Company, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Macroview Investment Management 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/149621

**What changed in Macroview Investment Management LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $296,892,087 to $387,072,284 (+30%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Flat fee: $5,000 to $100,000 (services to retirement plans)

> Generally, MacroView fees for services to retirement plans are either a fixed fee ranging from $5,000 to $100,000 or 0.10% to 0.50% per annum

- Hourly rate: $500 an hour (financial planning services)

> An hourly fee of no more than $500 per hour is charged by MacroView for financial planning services under this arrangement.

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.
- National Financial Services LLC
- Principal Trust Company, 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: $387,072,284
- Discretionary: $387,072,284
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 159 | $69,968,090 |
| High net worth individuals | 66 | $179,680,243 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $120,696,717 |
| Charitable organizations | Fewer than 5 | $6,698,303 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | Fewer than 5 | $6,074,735 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 10 | $3,954,196 |
| Other | 0 | $0 |

### 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)
- Other

### Firm details
- Registered since: 2010 (16 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, FL, GA, MD, MN, NC, NE, NH, NY, OH, SC, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Ellicott City, MD

### Websites listed on Form ADV (Item 1.I)
- fortywadvisors.com
- macroviewim.com
- LinkedIn @MACROVIEW-INVESTMENT-MANAGEMENT-LLC
- LinkedIn @fortywadvisors
- X @MACROVIEWIM
- X @MacroviewBG

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $137,352,200 | 5 | April 21, 2021 |
| October 2022 | $145,760,182 | 4 | July 25, 2022 |
| October 2023 | $197,423,576 | 3 | August 10, 2023 |
| October 2024 | $270,946,378 | 5 | July 16, 2024 |
| October 2025 | $296,892,087 | 5 | February 20, 2025 |
| October 2026 | $387,072,284 | 5 | September 25, 2026 |

Regulatory assets under management: $137,352,200 in the October 2021 data and $387,072,284 in the October 2026 data, up 182%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $296,892,087 to $387,072,284 (+30%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Macroview Investment Management LLC (CRD 149621): Form ADV filing data as of October 2026.