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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

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 typeClientsAUM
Charitable organizationsFewer than 5$19.8M
High net worth individuals43$108.9M
Pooled investment vehicles8$45.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 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.