Columbus Macro, LLC (Hermitage)

Name: Columbus Macro, LLC
Address: 3580 Innovation Way, Hermitage, PA, 16148
Telephone: (480)-540-9349

Columbus Macro, LLC is a large advisory firm based in Hermitage. It manages $492.58 million of regulatory assets for 2,830 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arizona, Florida, and Pennsylvania.

Columbus Macro provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Columbus Macro: assets under management

The assets under management (AUM) of Columbus Macro, LLC is $492.58 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $492.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $174.06 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 90% of the total AUM. The second-largest asset type is investment and business development companies, which make up 5% of the firm’s portfolio. Investments in cash and cash equivalents form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Columbus Macro, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Lon Jeffrey Gerber serves?

The firm provides services to individuals, other investment advisers, and high net worth individuals. The largest group of clients of Lon Jeffrey Gerber is other investment advisers with 1 clients and $470.42 million of assets under management. Among the 11 most similar advisory firms, Columbus Macro has the highest percentage of other investment advisers out of all clients.

The amount of regulatory assets under management is $492.58 million for 9 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Columbus Macro doesn't advise any private funds.

Careers at Columbus Macro, LLC

The company employs 8 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Lon Jeffrey Gerber has been acting as President since 1 Oct 2016. Craig Edward Columbus joined the executive team most recently as the Ceo/Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Craig Edward Columbus	Ceo/managing member	1 Oct 2016	75% - 100%	2523602
Lon Jeffrey Gerber	President/chief compliance officer	1 Oct 2016	Other	5337174

Based in Hermitage

The principal office where Columbus Macro, LLC performs its advisory services is located at 3580 Innovation Way, Hermitage, PA 16148, which is also the mailing address of the firm. An additional office of the firm is in Scottsdale, AZ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (480)-540-9349. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at columbusmacro.com.