Data / Investment advisers / Maryland / Macroview Investment Management LLC
Macroview Investment Management LLC, Bethesda, MD: $387 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Macroview Investment Management LLC is an SEC registered investment adviser with its main office in Bethesda, Maryland and reports $387 million in regulatory assets under management in its Form ADV filed September 25, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Macroview Investment Management LLC (CRD number 149621): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 149621
- SEC file number
- 801-71500
- SEC status
- Approved, effective June 2, 2010
- Main office
- 4800 Hampden Lane Suite 200, Bethesda, MD 20814
- Phone
- (301) 907-6794
- Website
- macroviewim.com
- Regulatory AUM
- $387,072,284 in the Form ADV filed September 25, 2026
- Discretionary AUM
- $387,072,284
- Accounts
- 830
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 66 | $179.7 million |
| Pension and profit sharing plans | 14 | $120.7 million |
| Individuals (other than high net worth individuals) | 159 | $70 million |
| Charitable organizations | Fewer than 5 | $6.7 million |
| Other investment advisers | Fewer than 5 | $6.1 million |
| Corporations or other businesses | 10 | $4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $387.1 million | February 26, 2026 |
| December 1, 2025 | $296.9 million | February 20, 2025 |
Other advisers in Bethesda
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Family Office Research, LLC | Bethesda | $648.2 million | Not listed | adviserinfo.sec.gov |
| Soapstone Management L.P. | Bethesda | $610.1 million | 1 | adviserinfo.sec.gov |
| LGG Financial | Bethesda | $563.9 million | Not listed | adviserinfo.sec.gov |
| Broadoak Asset Management, LLC | Bethesda | $519 million | 10 | adviserinfo.sec.gov |
| Bontempo Ohly Capital Management, LLC | Bethesda | $405.7 million | Not listed | adviserinfo.sec.gov |
| Glassy Mountain Advisors, Inc. | Bethesda | $369.8 million | Not listed | adviserinfo.sec.gov |
| Bull Harbor Capital LLC. | Bethesda | $354.8 million | Not listed | adviserinfo.sec.gov |
| Fvlcrum Partners, LLC | Bethesda | $328.8 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bethesda, MD
- Investment advisers in Maryland
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Macroview Investment Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.