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MACROVIEW INVESTMENT MANAGEMENT LLC
CRD 149621File 801-71500
APPROVED
Retail clients
Filing as of Feb 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$387.1M
Below cohort median (national)
Discretionary AUM
$387.1M
Clients
249
830 accounts
Employees
5
Below cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 2, 2010
- Principal office
- 4800 HAMPDEN LANE, SUITE 200, BETHESDA, MD, 20814
- Phone
- 301-907-6794
- Website
- HTTP://WWW.MACROVIEWIM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $387.1M
- Discretionary AUM
- $387.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 830
- Non-discretionary accounts
- 0
- Total accounts
- 830
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $4.0M |
| Charitable organizations | Fewer than 5 | $6.7M |
| Other investment advisers | Fewer than 5 | $6.1M |
| High net worth individuals | 66 | $179.7M |
| Pension and profit sharing plans | 14 | $120.7M |
| Individuals (other than high net worth individuals) | 159 | $70.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PENSION CONSULTING FEES; INVESTMENT CONSULTING FEES
- A percentage of assets under your management
Advisory activities
- Other 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
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.