$370.9M Total AUM
$360.7M Disc. AUM
30.1% 3Y CAGR
9 Employees
683 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- VertexHorizon timber
- Established Date
- 04-12-2002
- Office Locations
- 3
Office Locations
2 Bridgwater Road Suite 101 Farmington CT
526 Greenbriar Road York PA
580 Susquehanna Blvd Hazleton PA
About Macro Advisors, Inc.
Macro Advisors, Inc. is an independent RIA providing comprehensive financial planning, including investment, retirement, estate, cash-flow/net worth and protection planning. The team helps clients clarify risk, time horizon and portfolio positioning with a big-picture (“macro”) approach. Clients can track their financial picture through the Black Diamond Wealth Platform portal.
Team overview
45 AVG AGE
$46.4M AVG AUM / ADVISOR
$543.0K AVG AUM / CLIENT
13.1 yrs AVG TENURE
9 Employees
8 Advisory Reps
9 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Atlas insight
Client Personas
Foundation
Custodian
Alpha crest Glacier beacon Optima beacon Peak Catalyst Legacy pioneer Bridge glacier Unison
Fund Managers
Delta
Investment Themes
Signal atlas
Investment Vehicles
Quantum capital
Platform
Fusion
Services
Capital signal Optima Momentum glacier Unison Element Foundation vector Unison ridge Prime pioneer Delta meridian
Technology
Horizon Prime legacy
Owner & Executives
J
JAY MATILAL DESAI
Advisor, Chairman, Chief Compliance Officer
- CRD
- #1888390
- Ownership
- 25% but less than 50%
(527) 943-7450
north.legacy@harborcapital.com
in linkedin.com/in/meridian-legacy
MAHIR JAY DESAI
Advisor, Chief Executive Officer
- CRD
- #7094311
- Ownership
- 10% but less than 25%
(462) 414-8932
alpha.zenith@embercapital.com
in linkedin.com/in/horizon-quantum
V
Vertex radial
Summit radial
- CRD
- #43028
- Ownership
- 43.7%
(837) 889-7241
alpha.element@vitalcapital.com
in linkedin.com/in/foundation-legacy
Showing 2 of 5 owners & executives
Unlock allContacts
W
WADE CORNETT
--
- CRD
- #2608827
(965) 834-9894
eagle.insight@signalcapital.com
in linkedin.com/in/bridge-element
H
HERMAN ALFRED DODSON JR
Executive Director
- CRD
- #1266944
(409) 914-6795
quantum.horizon@pathwaycapital.com
in linkedin.com/in/legacy-bridge
M
Matrix summit
Insight crest
- CRD
- #87540
(274) 240-3404
summit.north@peakcapital.com
in linkedin.com/in/insight-element
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $360,667,420 | $225,417 |
| Non-Discretionary | $10,207,458 | $208,315 |
| Total | $370,874,878 | $224,909 |
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Separately Managed Accounts
Total SMA Asset: $370,874,878
Public Funds:
8.4% U.S. Government/Agency:
26.5% Equity - Exchange:
24.3% Cash:
28.9% Other:
11.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $529,291,542 | 8.4% |
| U.S. Government/Agency | $1,669,788,792 | 26.5% |
| Equity - Exchange | $1,531,164,817 | 24.3% |
| Cash | $1,821,014,947 | 28.9% |
| Other | $749,829,683 | 11.9% |
| Total | $6,301,089,781 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL HORIZON | FOCUS VERTEX | URDGNSEJV | YXD | 11.43% | $52,201,348 |
| FOCUS SUMMIT EAGLE | PATHWAY EAGLE | VFWWVVJ75 | GPOR | 2.04% | $94,437,076 |
| RIDGE FRONTIER WAVE | PRIME BRIDGE | SJ53W9SE1 | LUQB | 9.51% | $1,401,057 |
| INSIGHT QUANTUM HARBOR | ATLAS DELTA | CJ4SH5WA7 | PYKL | 5.68% | $95,593,419 |
| FRONTIER GLACIER | CATALYST DELTA | FL0ZLS7TE | QCBF | 10.17% | $61,874,535 |
| ZENITH PATHWAY | NORTH TIMBER | 5ZRFUBI8P | MRG | 0.80% | $50,736,782 |
| ALPHA ATLAS PIONEER | OAK VERTEX | SSVWDLWRG | WEUH | 8.67% | $112,682,605 |
| HARBOR MERIDIAN | PATHWAY INSIGHT | 4GEXWU02M | GSKN | 2.30% | $18,026,185 |