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 SEC-registered institutional RIA formed in 2017 and organized as a limited liability company. The firm serves both individuals and families as well as institutional clients, focusing on portfolio management for individuals/small businesses and for businesses or institutions. Its fee model combines a percentage-of-AUM component with fixed fees. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. Ownership is listed as a mix of domestic entity and individual. Columbus Macro reports a traditional advisory footprint rather than pension consulting or related-adviser activity.
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
Owen Haney
Research Analyst & Portfolio ManagerCRD 8142628
Stephen Comes
Head of Sales & DistributionCRD 2454396
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 132Active vs passive
$525M in ETFs
93%
$485M
7%
$39.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF (IDEV) | BlackRock | Passive | Foreign Large Blend | $21.6M | 242,353 | 4.11% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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