Overview

Assets Under Management: $970 million
High-Net-Worth Clients: 10
Average Client Assets: $7.9 million

Frequently Asked Questions

COLUMBUS MACRO, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.

Yes. As an SEC-registered investment advisor (CRD #286374), COLUMBUS MACRO, LLC is subject to fiduciary duty under federal law.

COLUMBUS MACRO, LLC serves 10 high-net-worth clients according to their SEC filing dated February 27, 2026. View client details ↓

According to their SEC Form ADV, COLUMBUS MACRO, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓

COLUMBUS MACRO, LLC manages $970 million in client assets according to their SEC filing dated February 27, 2026.

According to their SEC Form ADV, COLUMBUS MACRO, LLC serves high-net-worth individuals and institutional clients. View client details ↓

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Clients

Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 8.15%
Average Client Assets: $7.9 million
Total Client Accounts: 5,375
Discretionary Accounts: 5,375

Regulatory Filings

CRD Number: 286374
Filing ID: 2056082
Last Filing Date: 2026-02-27 10:56:41