BETHESDA, MDCRD 149621Latest ADV February 26, 2026
Macroview Investment Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bethesda, MD. Its latest Form ADV filing, dated February 26, 2026, reports $387M in regulatory assets under management, 5 employees, 2 offices, and 830 accounts.
Assets Under Management
$387M
Employees
5
Offices
2 offices
Total Clients
249
Primary office
BETHESDA, MD
4800 HAMPDEN LANE, SUITE 200, BETHESDA, MD, United States
Top client segmentIndividuals represent 63.9% of total clients.
Top client categories% of clientsClients
1
Individuals
63.9%
159
2
HNWI
26.5%
66
3
Pension Plans
5.6%
14
4
Corporations
4.0%
10
Categories with <5 clients
Charitable Organizations<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$387Mas of February 26, 2026
Discretionary100.0%
$387M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$387M
Total Accounts830
10Y AUM Change+$294M (+317.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee50:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.