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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- EagleFusion frontier
- Established Date
- 08-01-1996
- Office Locations
- 2
Office Locations
About Patrick Mauro Investment Advisor, Inc.
Patrick Mauro Investment Advisor, Inc. is an Oak Brook, IL-based RIA providing independent, personalized asset management for investors seeking tailored portfolios. The firm is non-conflicted (not a brokerage and not commission-driven) and runs two core approaches spanning capital preservation/income and growth/income objectives, with portfolios often implemented using ETFs alongside fixed income. Custody includes Charles Schwab.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PATRICK JOHN MAURO
Chief Executive Officer, Investment Advisor, President
- CRD
- #1130227
- Ownership
- 75% or more
ANITA BRYANT MAURO
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #7375565
- Ownership
- Less than 5%
North catalyst
Vertex glacier element
- CRD
- #80027
- Ownership
- 2.6%
Showing 2 of 3 owners & executives
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DANIEL PATRICK MAURO
Chief Investment Officer
- CRD
- #4588949
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $212,088,940 | $822,050 |
| Non-Discretionary | $0 | -- |
| Total | $212,088,940 | $822,050 |
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Separately Managed Accounts
Total SMA Asset: $212,088,940
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,085,624,672 | 17.4% |
| Public Funds | $686,314,448 | 11.0% |
| Corporate - Investment Grade | $736,228,226 | 11.8% |
| Cash | $1,054,428,560 | 16.9% |
| U.S. Government/Agency | $942,122,560 | 15.1% |
| Corporate - Non-Investment Grade | $474,180,891 | 7.6% |
| Derivatives | $1,048,189,338 | 16.8% |
| Municipal Bonds | $212,133,556 | 3.4% |
| Total | $6,239,222,251 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR RADIAL | VECTOR BEACON | FBQ9ELWV4 | UQJ | 7.21% | $9,875,063 |
| VALUE LEGACY PRIME | GLACIER FRONTIER | ULCIZJ65Z | QJEI | 5.06% | $49,107,625 |
| CATALYST BRIDGE | GLACIER ATLAS | 7OQUSZXB1 | CLJWZ | 9.18% | $54,623,492 |
| LEGACY LEGACY | CATALYST HORIZON | 2OZJTV4QD | VSKI | 9.35% | $49,008,144 |
| ALPHA MERIDIAN ALPHA | HORIZON OAK | FLXOG60S4 | HSEI | 4.24% | $67,909,429 |
| GLACIER GLACIER ATLAS | ALPHA SIGNAL | 9W5NJR75P | RKJ | 10.85% | $114,207,360 |
| PATHWAY DELTA NORTH | ZENITH FRONTIER | 8O6ZVUZED | XPU | 9.29% | $68,432,251 |
| PEAK CREST ELEMENT | EAGLE NORTH | HL2QXT0AA | BTY | 8.99% | $106,329,366 |