$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2025
- Office Locations
- 1
Office Locations
2085 Mountain RD STE L Sedona AZ
About Makarios Investments INC
Makarios Investments Inc. is an Arizona-registered RIA based in Sedona providing financial planning and portfolio construction, including insurance and asset-allocation guidance, for retail clients such as entrepreneurs. The firm runs primarily ETF-based SMA portfolios (with some cash) and custodies with Charles Schwab.
Team overview
-- AVG AGE
$1.2M AVG AUM / ADVISOR
$608.6K AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
Christopher Andrew MacKenzie Belcher
--
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
J
Jean Christophe Buillet
Chief Executive Officer
- CRD
- #8171672
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,217,184 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,217,184 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing