RIA Intel›Advisers›Missouri›MACROVEX, LLC

MACROVEX, LLC

Advisory

MO

Data as of Mar 5, 2026 · Source: SEC Form ADV

Average account

$878K

across 33 accounts

AUM per adviser

$29M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$29M

Discretionary AUM$13M

Non-Discretionary AUM$16M

Discretionary %44.7%

Total Clients121

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

121 clients

97 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

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OAKVIEW WEALTH SOLUTIONS LLC

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$28M

SUMMER FIELDS INVESTMENTS, LLC

$30M

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