Columbus Macro, LLC

CRD#286374
Investment Advisor Firm

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Overview

Columbus Macro, LLC is an advisory company located in New Castle, Pennsylvania. It administers $492.6 million in assets throughout 2,830 client accounts, making it one of the larger investment advisory firms in the nation by assets under management (AUM). The firm has a small team of eight employees, including seven financial advisors. Columbus Macro, LLC is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as bonds, stocks and options.

Columbus Macro, LLC manages all of its accounts on a discretionary basis. Discretionary management signifies that an investment advisor makes buy and sell choices without needing to seek the customer's authorization. Columbus Macro, LLC administers about $174,057 for each customer account. The typical advisor at Columbus Macro, LLC manages about 404 client accounts.

The company's central office is at 103 Nesbitt Road, New Castle, Pennsylvania 16105. Columbus Macro, LLC is legally registered to serve customers across 3 states, including Arizona, Florida and Pennsylvania.

Assets Under Management

$492.6 million

Number of Advisors

7

Disclosures

No

Office Location

103 Nesbitt Road
New Castle, PA 16105

Columbus Macro, LLC by the Numbers

Total Assets Under Management

$492.6 million

National Average: $3.3 billion
Total Number of Employees

8

National Average: 31
Total Number of Accounts

2,830

National Average: 1,935
Average Account Size

$174.1 thousand

National Average: $1.7 million

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Fee Structure

Fees for financial advice usually are based on the financial services provided. Fee types charged by the firm most likely are comprised of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Columbus Macro, LLC.

Available

  • Offered by 72% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 39% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The firm provides services to retail investors, high net worth investors and other investment advisers. Out of its 2,830 clients, Columbus Macro, LLC's biggest client is retail investors, though it also manages money for one high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are non-U.S. persons.

  • High-Net-Worth Individuals* - 12.5%
  • Other Individuals - 87.5%
  • Corporations - 0%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Columbus Macro, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Columbus Macro, LLC

Raymond Micaletti
Philadelpha, PA
Geoffrey Deasey
Wynnewood, PA
Scott Dooley
New Castle, PA
Richard Umstead
New Castle, PA
Lon Gerber
New Castle, PA
Brian Wright
New Castle, PA
Craig Columbus
New Castle, PA

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This content was compiled from the SEC and FINRA