ACM Macro LLC

RIASEC Registered
Total AUM
$1.2M
Discretionary
$340K
27% of AUM
Avg account
$62.2K
Accounts
20
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
291039
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI83.09%
  • Corporations / Businesses16.91%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

ACM Macro LLC is a small, independent registered investment adviser operating as a limited liability company that focuses on individual and family clients and small-business portfolio management. The firm favors equity exposure — primarily exchange-traded securities — and combines traditional portfolio management with financial planning. Its fee model includes a percentage-of-assets component and the ability to charge performance-based fees, which supports more active, results-oriented mandates for clients willing to accept that arrangement. Although not positioned as a capital allocator or a pension consultant, the firm supplements core equity allocations with targeted alternative exposures. ACM Macro LLC does not identify as an active ESG investor and maintains a single-state operating profile.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Kevin Chen

    Kevin Chen

    Chairman and Chief Executive OfficerCRD 4900156

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth