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MACRO ADVISORS, INC.

CRD 118832File 801-117443
APPROVED
Retail clients
Custody
Filing as of May 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$370.9M
Below cohort median (national)
Discretionary AUM
$360.7M
Non-discretionary $10.2M
Clients
683
1,649 accounts
Employees
9
Below cohort median in PA

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
PLRO
Registration date
Oct 7, 2019
Principal office
526 GREENBRIAR ROAD, YORK, PA, 17404
Phone
717-764-4566

Assets & accounts

ADV Item 5F
Total regulatory AUM
$370.9M
Discretionary AUM
$360.7M
Non-discretionary AUM
$10.2M
Discretionary accounts
1,600
Non-discretionary accounts
49
Total accounts
1,649
AUM per client
$543K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other6$1.1M
Charitable organizationsFewer than 5$1.9M
High net worth individuals66$205.6M
Pension and profit sharing plans5$10.8M
Individuals (other than high net worth individuals)603$151.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.