MacroView Investment Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
MacroView Investment Management reports 249 clients. They include 159 individual clients, 66 high-net-worth individuals, and 14 pension and profit-sharing plans. Of its assets, 100.0% ($387M across 830 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 18% |
| High-net-worth individuals | 27% | 46% |
| Pension and profit-sharing plans | 6% | 31% |
| Charitable organizations | Fewer than 5 | 2% |
| Other investment advisers | Fewer than 5 | 2% |
| Other client typesCorporations and other businesses | 4% | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 159 | $70M | 18.1% | $440K |
| High-net-worth individuals | 66 | $180M | 46.4% | $2.72M |
| Pension and profit-sharing plans | 14 | $121M | 31.2% | $8.62M |
| Charitable organizations | Fewer than 5 | $6.7M | 1.7% | — |
| Other investment advisers | Fewer than 5 | $6.07M | 1.6% | — |
| Corporations and other businesses | 10 | $3.95M | 1.0% | $395K |
| Total | 249 | $387M | 100% | — |
- Clients
- 159
- Regulatory AUM
- $70M
- AUM share
- 18.1%
- Avg. per client
- $440K
- Clients
- 66
- Regulatory AUM
- $180M
- AUM share
- 46.4%
- Avg. per client
- $2.72M
- Clients
- 14
- Regulatory AUM
- $121M
- AUM share
- 31.2%
- Avg. per client
- $8.62M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.7M
- AUM share
- 1.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $6.07M
- AUM share
- 1.6%
- Avg. per client
- —
- Clients
- 10
- Regulatory AUM
- $3.95M
- AUM share
- 1.0%
- Avg. per client
- $395K
Total
- Clients
- 249
- Regulatory AUM
- $387M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
MacroView Investment Management charges up to 1.50% a year for its Personal Wealth Management. The fee is billed in arrears, is negotiable and requires an account of at least $300,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning, a la carte
- Financial planning requested on an a la carte basis is charged at an hourly rate of no more than $500, or a fixed fee generally from $500 to no more than $10,000.
Daniel Cohen owns 75% or more of MacroView Investment Management. The leadership team of MacroView Investment Management includes Chief Compliance Officer Daniel Cohen. It has 5 employees, 4 of them in advisory roles.
Leadership
- Daniel CohenMember and Managing Director; Chief Compliance Officer
- Micah PatashnikPartner, Director
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Daniel Jay Cohen
- Michael R Hoffman
- Micah Patashnik
- Christopher Tyler Thomas
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Macroview Investment Management LLC
Daniel Cohen
Control person · since May 2010
- Owns 10% to 25% of Macroview Investment Management LLC
Micah Patashnik
Control person · since December 2017
MacroView Investment Management’s regulatory assets grew 2.8× from $137M (April 2021) to $387M (September 2026); clients rose from 155 to 249 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $387M | 249 | 5 | 3 |
| February 2025 | $297M | 225 | 5 | 3 |
| July 2024 | $271M | 213 | 5 | 2 |
| February 2023 | $197M | 179 | 3 | 2 |
| July 2022 | $146M | 154 | 4 | 2 |
| April 2021 | $137M | 155 | 5 | 2 |
Besides its headquarters, MacroView Investment Management has 2 offices (1 private residence, listed without an address), with 2 listed addresses in Maryland.
Maryland · 2 listed addresses
- 4800 Hampden Lane, Suite 200, BethesdaHQ
- 6031 University BLVD, Ellicott City
Other business names
MacroView Investment Management has reported 5 other business names to the SEC.
- Forty W
- Forty W Advisors
- Forty Wealth
- Forty Workplace
- Macroview Bond Group
Contact and registration details
- Legal name
- Macroview Investment Management LLC
- Headquarters
- 4800 Hampden Lane, Suite 200, Bethesda, MD 20814
- Website
- macroviewim.com
- Phone
- 301-907-6794
- SEC file
- 801-71500
- Structure
- Maryland LLC
- Fiscal year end
- December
MacroView Investment Management uses Fidelity ($207M, 55%), Charles Schwab ($118M, 32%) and Delaware Charter Guarantee & Trust ($48.9M, 13%) as custodians for its separately managed accounts. MacroView Investment Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $118M32%
- FidelityNational Financial Services LLC · Boston, MA · $207M55%
- Delaware Charter Guarantee & TrustDelaware Charter Guarantee & Trust Company, Inc. · Wilmington, DE · $48.9M13%
At year end, MacroView Investment Management’s separately managed accounts were mostly in funds (75%) and bonds (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $162M across 106 positions; the largest are State Str SPDR S&P 500 ETF T (6.6%), Innovator ETFS Trust (4.9%) and Schwab Strategic TR (4.7%).
What the accounts hold
- Stocks9%
- Funds75%
- Bonds10%
- State and local bonds8%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash6%
Reported 13F holdings
- $162M
- Reported 13F value
- 106
- Positions
- 42.2%
- In the 10 largest
- +12.5%
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit6.6%
- Innovator ETFS Trust · US Eqty Bufr Mar4.9%
- Schwab Strategic TR · US Lcap GR ETF4.7%
- iShares TR · MSCI Eafe ETF4.3%
- Invesco Qqq TR · Unit Ser 13.9%
- iShares TR · Core S&P Scp ETF3.7%
- iShares TR · Core S&P Mcp ETF3.7%
- Sprott Asset Management LP · Physical Gold TR3.7%
- iShares TR · Core S&P500 ETF3.6%
- iShares TR · Core MSCI Eafe3.1%
Together, the ten largest are 42.2% of reported value.
How many clients does MacroView Investment Management have?
MacroView Investment Management has 249 clients and manages $387 million for them, as of September 2026. They include 159 individual clients, 66 high-net-worth individuals, and 14 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 September 2026
What services does MacroView Investment Management offer?
MacroView Investment Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does MacroView Investment Management charge?
MacroView Investment Management charges up to 1.50% a year for its Personal Wealth Management. The fee is billed in arrears, is negotiable and requires an account of at least $300,000.
Which custodians does MacroView Investment Management use?
MacroView Investment Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $207M, Charles Schwab & Co., Inc. (Westlake, TX), with $118M and Delaware Charter Guarantee & Trust Company, Inc. (Wilmington, DE), with $48.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 September 2026
How many financial advisors does MacroView Investment Management have?
MacroView Investment Management has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does MacroView Investment Management invest in?
At the end of its last fiscal year, MacroView Investment Management’s separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 8% state and local bonds, 6% cash and equivalents, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does MacroView Investment Management have a minimum investment?
Yes, MacroView Investment Management’s minimum account size for its Personal Wealth Management is $300K.
Who owns MacroView Investment Management?
MacroView Investment Management’s direct owners are Daniel Cohen (75% or more) and Micah Patashnik (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 September 2026
How does MacroView Investment Management get paid?
MacroView Investment Management is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact MacroView Investment Management?
MacroView Investment Management’s main office is at 4800 Hampden Lane, Suite 200, Bethesda, MD 20814. Its phone number is 301-907-6794. Its website is macroviewim.com.