# Makrod Investment Associates Inc

> Makrod Investment Associates Inc is an SEC-registered investment advisory firm in Verona, NJ, registered since 1986, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 110325
- Filed as: MAKROD INVESTMENT ASSOCIATES INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Verona, NJ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110325
- AdvisorCensus page: https://advisorcensus.com/firm/makrod-investment-associates-inc-verona-nj-110325

## Quick answers

**How is Makrod Investment Associates Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Makrod Investment Associates Inc reports these compensation arrangements: a percentage of assets under its management.

**Where is Makrod Investment Associates Inc located?**
Makrod Investment Associates Inc's principal office is in Verona, NJ, according to its Form ADV.

**Is Makrod Investment Associates Inc registered with the SEC or a state?**
Makrod Investment Associates Inc is an SEC-registered investment advisory firm, registered since 1986. Status as filed: Approved. CRD 110325.

**How much does Makrod Investment Associates Inc manage?**
Makrod Investment Associates Inc reports $894,437,867 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**How have Makrod Investment Associates Inc's assets and staff changed since 2021?**
In the Form ADV data for Makrod Investment Associates Inc: Regulatory assets under management: $659,928,125 in the October 2021 data and $894,437,867 in the October 2026 data, up 36%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Makrod Investment Associates Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (415); individuals (other than high net worth individuals) (153); charitable organizations (7).

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

**Does Makrod Investment Associates 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/110325

**Does Makrod Investment Associates Inc state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Makrod prefers that new accounts (i.e. new client relationships) have a minimum size of $500,000; however, exceptions are made for referrals from existing clients."

**What changed in Makrod Investment Associates Inc's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $803,678,486 to $894,437,867 (+11%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Makrod prefers that new accounts (i.e. new client relationships) have a minimum size of $500,000; however, exceptions are made for referrals from existing clients.

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.
- Morgan Stanley

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: $894,437,867
- Discretionary: $0
- Non-discretionary: $894,437,867

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 153 | $26,067,713 |
| High net worth individuals | 415 | $827,477,273 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $13,517,697 |
| Charitable organizations | 7 | $27,375,184 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 1986 (39 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $659,928,125 | 5 | July 26, 2021 |
| October 2022 | $727,359,814 | 5 | March 30, 2022 |
| October 2023 | $703,475,514 | 5 | March 31, 2023 |
| October 2024 | $780,166,820 | 5 | March 29, 2024 |
| October 2025 | $803,678,486 | 4 | March 31, 2025 |
| October 2026 | $894,437,867 | 4 | March 31, 2026 |

Regulatory assets under management: $659,928,125 in the October 2021 data and $894,437,867 in the October 2026 data, up 36%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $803,678,486 to $894,437,867 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Makrod Investment Associates Inc (CRD 110325): Form ADV filing data as of October 2026.