Maqro Advisors LLC

MaQro Advisors LLC is a registered investment adviser based in Austin, TX, offering financial planning, consulting, and investment management services. Established in July 2017, the firm is owned by David Corrie and manages approximately $184.9 million as of December 31, 2024. Services include retirement planning, cash flow planning, trust and estate planning, and insurance planning, along with discretionary and non-discretionary management of investment portfolios. The firm primarily allocates client assets among various alternative investments, private placements, and mutual funds. MaQro Advisors also serves as the sponsor and manager of the MaQro Advisors Wrap Program, a wrap fee program where brokerage commissions and transaction costs are absorbed by the firm. Clients are charged a 1% annual asset-based fee, prorated quarterly. The firm may negotiate fee structures based on certain criteria and may provide fee waivers in certain circumstances. MaQro Advisors utilizes technical and cyclical methods of analysis and offers a unique approach to portfolio management services, focusing on liquid alternative managed funds, private equity, and private credit investment solutions. Clients have the option to direct brokerage and may receive referrals from solicitors, subject to disclosure requirements. The firm does not provide services for a performance-based fee and has not been involved in any material disciplinary events. Clients are responsible for voting proxies for securities held in their accounts, and the firm is not required to disclose financial information due to its financial stability.