COLUMBUS MACRO, LLC

RIASEC RegisteredEst. 2017

Total AUM

$970M

Discretionary

$970M

100% of AUM

Avg account

$181K

Accounts

5,375

Employees

7

Advisory reps

5

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

FINTRX

Overview

Columbus Macro, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2017. The firm serves both high-net-worth individuals and families as well as institutional clients, delivering portfolio management for individuals, small businesses and for business or institutional accounts. Its fee arrangements include percentage-of-AUM fees and fixed fees. Columbus Macro does not identify itself as an active ESG investor and is not labeled a capital allocator in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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
OWEN HANEY
Research Analyst & Portfolio ManagerCRD 8142628
STEPHEN COMES
Head of Sales & DistributionCRD 2454396

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 131

Active vs passive

$483M in ETFs

Passive

93%

$449M

Active

7%

$34.3M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF (IDEV)	BlackRock	Passive	Foreign Large Blend	$20M	239,233	4.14%

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Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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