Maqro Advisors Llc
- Regulatory AUM
- $174M
- Discretionary
- $1.6M
- Clients
- 51
- Avg AUM / client
- $3.4M
- Accounts
- 981
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 43 | $109M | 62.5% |
| Pooled investment vehicles (non-investment companies) | 8 | $45.7M | 26.2% |
| Charitable organizations | Fewer than 5 clients | $19.8M | 11.3% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $15.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Maqro Final Mile Pref A Fund Lp | Private Equity Fund | Texas | $14.9M | 37 |
| Maqro Private Strategies Insurance Fund Lp | Hedge Fund | Texas | $760K | 2 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Burleigh, Robert, Luxton | Member | Oct 2017 (9y) | 25% – 50% | |
| Corrie, David, Gordon | Managing Member, Chief Compliance Officer And Chief Executive Officer | Oct 2017 (9y) | 50% – 75% | |
| Flack, John, Peter | Member | Oct 2017 (9y) | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $15.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Maqro Final Mile Pref A Fund Lp | Private Equity Fund | $14.9M | $25.0K | 37 |
| Maqro Private Strategies Insurance Fund Lp | Hedge Fund | $760K | $50.0K | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.55 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Verabank $92.7M (53% of AUM) Mar 2026
- Digital Trust, Llc $45.7M (26% of AUM) Mar 2026
- Quest Trust Company $22.4M (14% of AUM) Mar 2024
- Inspira Financial $16.2M (9% of AUM) Mar 2026
- Interactive Brokers $16.2M (10% of AUM) Jun 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗