{"url":"https://nivawealth.com/firms/maqro-advisors-289245","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/289245","regulatoryAum":174362687,"crd":"289245","history":[{"filedOn":"2021-06-30","regulatoryAum":122113804,"clients":63,"employees":4,"offices":1},{"filedOn":"2022-03-30","regulatoryAum":141387190,"clients":71,"employees":4,"offices":1},{"filedOn":"2023-06-22","regulatoryAum":157881986,"clients":78,"employees":4,"offices":1},{"filedOn":"2024-03-29","regulatoryAum":165007942,"clients":85,"employees":4,"offices":1},{"filedOn":"2025-03-31","regulatoryAum":184892842,"clients":82,"employees":4,"offices":1},{"filedOn":"2026-03-31","regulatoryAum":174362687,"clients":51,"employees":4,"offices":1}],"secFileNumber":"801-121961","legalName":"Maqro Advisors LLC","displayName":"MaQro Advisors","slug":"maqro-advisors-289245","website":"https://maqro.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/289245/4ebf88e4cb3d41f1-r1.webp","tone":"light","width":717,"height":200,"sourceUrl":"https://www.maqro.com/","sourceLabel":"Maqro Advisors LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"7004 Bee Caves Road, Building 1, Suite 200","city":"Austin","state":"TX","stateName":"Texas","country":"United States","postalCode":"78746"},"tradeNames":[],"registration":{"secApproved":"28 July 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2533593.1860465114,"staff":{"employees":4,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":174362687,"discretionary":1575984,"discretionaryAccounts":13,"nonDiscretionary":172786703,"nonDiscretionaryAccounts":968,"wrapProgram":158945153,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":43,"regulatoryAum":108944507},{"label":"Pooled investment vehicles","clients":8,"regulatoryAum":45662035},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":19756145}],"feePrograms":[{"role":"main","program":"Asset-Based Fee","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037087","versionId":1037087,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-31","documentName":"MAQRO ADVISORS LLC DISCLOSURE BROCHURE","fee_rate_low":1,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning and Consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037087","versionId":1037087,"submittedOn":"2026-03-31","documentName":"MAQRO ADVISORS LLC DISCLOSURE BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:50:59.360783+00:00","documents":[{"name":"MAQRO ADVISORS LLC DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037087","versionId":1037087,"submittedOn":"2026-03-31"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037086","versionId":1037086,"submittedOn":null}]},"custodians":[{"name":"Inspira Financial","shortName":"Inspira Financial","location":"Oak Brook, IL","smaAssets":16242349},{"name":"Verabank","shortName":"Verabank","location":"Henderson, TX","smaAssets":92740136},{"name":"Digital Trust, LLC","shortName":"Digital Trust","location":"Las Vegas, NV","smaAssets":45662035}],"custodyNote":"MaQro Advisors has custody of client assets.","otherCustodians":[],"leadership":[{"name":"David Corrie","title":"Managing Member, Chief Compliance Officer and Chief Executive Officer","crd":"5227717"}],"ownership":[{"label":"David Corrie","detail":"Managing member, chief compliance officer and chief executive officer in the 75% or more ownership band and a control person, since October 2017."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"7004 Bee Caves Road, Building 1, Suite 200","city":"Austin","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"512-673-8292","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":1},{"label":"Non-exchange-traded equity securities","percent":13},{"label":"Non-investment grade corporate bonds","percent":4},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":72},{"label":"Cash and cash equivalents","percent":9}],"privateFunds":8},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/289245/PDF/289245.pdf","brochureDate":"31 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037087","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does MaQro Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does MaQro Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does MaQro Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does MaQro Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does MaQro Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does MaQro Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns MaQro Advisors?","answer":"MaQro Advisors’ direct owner is David Corrie (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does MaQro Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact MaQro Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}