MaQro Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions. The firm advises 8 private funds.
MaQro Advisors reports 51 clients. They include 43 high-net-worth individuals and 8 pooled investment vehicles. Of its assets, 0.9% ($1.58M across 13 accounts) are managed with discretion; $173M across 968 accounts are not. A wrap fee program the firm both sponsors and manages holds $159M.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 84% | 62% |
| Pooled investment vehicles | 16% | 26% |
| Charitable organizations | Fewer than 5 | 11% |
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 |
|---|---|---|---|---|
| High-net-worth individuals | 43 | $109M | 62.5% | $2.53M |
| Pooled investment vehicles | 8 | $45.7M | 26.2% | $5.71M |
| Charitable organizations | Fewer than 5 | $19.8M | 11.3% | — |
| Total | 51 | $174M | 100% | — |
- Clients
- 43
- Regulatory AUM
- $109M
- AUM share
- 62.5%
- Avg. per client
- $2.53M
- Clients
- 8
- Regulatory AUM
- $45.7M
- AUM share
- 26.2%
- Avg. per client
- $5.71M
- Clients
- Fewer than 5
- Regulatory AUM
- $19.8M
- AUM share
- 11.3%
- Avg. per client
- —
Total
- Clients
- 51
- Regulatory AUM
- $174M
- 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
- 8
- Financial planning clients last fiscal year
- 0
MaQro Advisors charges 1.00% a year for its Asset-Based Fee. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Retirement, cash flow, trust and estate, and insurance planning, offered with investment management as part of a wealth management engagement; no separate rate is stated.
David Corrie owns 75% or more of MaQro Advisors. David Corrie is CEO. It has 4 employees, 1 of them in advisory roles.
Staff
- 4 employees
- 1 in advisory functions
- Owns 75% or more of Maqro Advisors LLC
David Corrie
Control person · since October 2017
MaQro Advisors’ regulatory assets grew from $122M (June 2021) to $174M (March 2026); clients fell from 63 to 51 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $174M | 51 | 4 | 1 |
| Mar 2025March 2025 | $185M | 82 | 4 | 1 |
| Mar 2024March 2024 | $165M | 85 | 4 | 1 |
| Jun 2023June 2023 | $158M | 78 | 4 | 1 |
| Mar 2022March 2022 | $141M | 71 | 4 | 1 |
| Jun 2021June 2021 | $122M | 63 | 4 | 1 |
Besides its headquarters, MaQro Advisors has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 7004 Bee Caves Road, Building 1, Suite 200, AustinHQ
Contact and registration details
- Legal name
- Maqro Advisors LLC
- Headquarters
- 7004 Bee Caves Road, Building 1, Suite 200, Austin, TX 78746
- Website
- maqro.com
- Phone
- 512-673-8292
- SEC file
- 801-121961
- Structure
- Delaware LLC
- Fiscal year end
- December
MaQro Advisors’ named custodians for separately managed accounts are Verabank ($92.7M, 60%), Digital Trust ($45.7M, 30%) and Inspira Financial ($16.2M, 11%). MaQro Advisors has custody of client assets.
- Inspira FinancialInspira Financial · Oak Brook, IL · $16.2M11%
- VerabankVerabank · Henderson, TX · $92.7M60%
- Digital TrustDigital Trust, LLC · Las Vegas, NV · $45.7M30%
At year end, MaQro Advisors’ separately managed accounts were mostly in funds (72%) and stocks (14%).
What the accounts hold
- Stocks14%
- Non-exchange-traded equities13%
- Exchange-traded equities1%
- Funds72%
- Bonds4%
- Cash9%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does MaQro Advisors have?
MaQro Advisors has 51 clients and manages $174 million for them, as of March 2026. They include 43 high-net-worth individuals and 8 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does MaQro Advisors offer?
MaQro Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does MaQro Advisors charge?
MaQro Advisors charges 1.00% a year for its Asset-Based Fee. The fee is billed in advance and is negotiable.
Source: MAQRO ADVISORS LLC DISCLOSURE BROCHURE, filed 31 March 2026
Which custodians does MaQro Advisors use?
MaQro Advisors’ separately managed account assets are held at Verabank (Henderson, TX), with $92.7M, Digital Trust, LLC (Las Vegas, NV), with $45.7M and Inspira Financial (Oak Brook, IL), with $16.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does MaQro Advisors have?
MaQro Advisors has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 1 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 MaQro Advisors invest in?
At the end of its last fiscal year, MaQro Advisors’ separately managed accounts held 72% pooled vehicles (private funds and similar), 13% non-exchange-traded equities, 9% cash and equivalents, 4% high-yield corporate bonds and 1% exchange-traded equities. It advises 8 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns MaQro Advisors?
MaQro Advisors’ direct owner is David Corrie (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does MaQro Advisors get paid?
MaQro Advisors is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions 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 MaQro Advisors?
MaQro Advisors’ main office is at 7004 Bee Caves Road, Building 1, Suite 200, Austin, TX 78746. Its phone number is 512-673-8292. Its website is maqro.com.