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MAQRO ADVISORS LLC
CRD 289245File 801-121961
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$174.4M
Bottom 25% of cohort (national)
Discretionary AUM
$1.6M
Non-discretionary $172.8M
Clients
51
981 accounts
Employees
4
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 28, 2021
- Principal office
- 7004 BEE CAVES ROAD, BUILDING 1, SUITE 200, AUSTIN, TX, 78746
- Phone
- (512) 673-8292
- Website
- HTTP://WWW.MAQRO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $174.4M
- Discretionary AUM
- $1.6M
- Non-discretionary AUM
- $172.8M
- Discretionary accounts
- 13
- Non-discretionary accounts
- 968
- Total accounts
- 981
- AUM per client
- $3.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $19.8M |
| High net worth individuals | 43 | $108.9M |
| Pooled investment vehicles | 8 | $45.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.

