Columbus Macro, LLC
Firm details
- Headquarters
- ,
- CRD number
- 286374
- Registered since
- June 19, 2017
- Website
- www.columbusmacro.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other Investment Advisers90.32%
- HNWI8.15%
- State / Municipal Government1.35%
- Individuals0.18%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Columbus Macro, LLC is an institutional registered investment adviser that provides discretionary portfolio management to both individual/family and institutional clients. The firm is SEC-registered (registered in 2017) and operates as an LLC. Its advisory fees are structured as a percentage of assets under management and, in some cases, fixed fees. Primary advisory activities listed are portfolio management for individuals and small businesses as well as for business or institutional accounts. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities43%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Brian Wright
Chief Investment OfficerCRD 3019760
Craig Columbus
Chief Executive OfficerCRD 2523602
Contacts
3 of 3
Lon Gerber
PresidentCRD 5337174
Stephen Comes
Head of Sales & DistributionCRD 2454396
Owen Haney
Research Analyst & Portfolio ManagerCRD 8142628
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 128Active vs passive
$524M in ETFs
92%
$482M
7%
$41.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF (IDEV) | BlackRock | Passive | Foreign Large Blend | $21.7M | 242,532 | 4.14% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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