COLUMBUS MACRO, LLC
Adviser information for COLUMBUS MACRO, LLC last updated from Form ADV on February 16th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 832 | $277.3M |
| Non-Discretionary | 0 | $0 |
| Total | 832 | $277.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1 | $615,122 |
| HNW Individuals | 10 | $61.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 7 | $17.4M |
| Other investment advisers | 5 | $198.1M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 198.1M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| ALLOCATION SERIES | CETERA INVESTMENT ADVISERS LLC |
| MANAGER SERIES | CETERA INVESTMENT ADVISERS LLC |
| PRIVATE CLIENT SERVICES | CETERA INVESTMENT ADVISERS LLC |
| MUTUAL ADVISORS, LLC WRAP PROGRAM | MUTUAL ADVISORS, LLC |
| MID ATLANTIC PORTFOLIO SOLUTIONS | NEWEDGE ADVISORS |
| GSIAS WRAP PROGRAM | AXOS CLEARING LLC |
| INDEPENDENT INVESTMENT MANAGER PLATFORM | NEW EDGE WEALTH |
Principal Office
103 NESBITT ROADSUITE 200
NESHANNOCK
PA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 7247612510, Fax: None
Chief Compliance Officer
LON GERBER
CHIEF COMPLIANCE OFFICER
14358 N. FRANK LLOYD WRIGHT BLVD
SUITE 12
SCOTTSDALE
AZ
United States
Tel:
4805402356
L**@****************M
(Full email address available in API data)
Regulatory Contact
CRAIG COLUMBUS
CEO/MANAGING MEMBER
103 NESBITT ROAD
SUITE 200
NESHANNOCK
PA
United States
Tel:
4805409349
C****@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| COLUMBUS, CRAIG, EDWARD | Individual | – | CEO | 10/2016 | < 5% |
| GERBER, LON, JEFFREY | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 10/2016 | < 5% |
| COLUMBUS MACRO HOLDINGS INC | Domestic Entity | – | HOLDING COMPANY OF COLUMBUS MACRO, LLC | 04/2022 | > 75% |
| COLUMBUS, CRAIG, EDWARD | Individual | COLUMBUS MACRO HOLDINGS INC | MANAGING MEMBER | 03/2021 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M CO | COM | 1M | 13K | – |
| ABBVIE INC | COM | 2M | 14K | – |
| ABRDN ETFS | BBG INDUSTRL MET | 844K | 36K | – |
| ABRDN ETFS | BBRG ALL COMD K1 | 2M | 108K | – |
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | 498K | 18K | – |
| AFLAC INC | COM | 2M | 17K | – |
| ALPHABET INC | CAP STK CL A | 422K | 2K | – |
| ALPHABET INC | CAP STK CL C | 297K | 2K | – |
| ALTSHARES TRUST | MERGER ARBITRAGE | 386K | 14K | – |
| AMERICA MOVIL SAB DE CV | SPON ADS RP CL B | 1M | 72K | – |
| AMGEN INC | COM | 1M | 4K | – |
| APPLE INC | COM | 2M | 11K | – |
| APPLIED MATLS INC | COM | 262K | 1K | – |
| ASTRAZENECA PLC | SPONSORED ADR | 2M | 21K | – |
| AT&T INC | COM | 1M | 65K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 897K | 4K | – |
| BLACKROCK INC | COM | 713K | 904 | – |
| BROADCOM INC | COM | 1M | 663 | – |
| CARDINAL HEALTH INC | COM | 1M | 12K | – |
| CHEVRON CORP NEW | COM | 248K | 2K | – |
| CINTAS CORP | COM | 948K | 1K | – |
| CISCO SYS INC | COM | 2M | 34K | – |
| CITIGROUP INC | COM NEW | 2M | 33K | – |
| CUMMINS INC | COM | 773K | 3K | – |
| DBX ETF TR | XTRACK MSCI EAFE | 987K | 24K | – |
| DBX ETF TR | XTRACK MSCI EAFE | 6M | 258K | – |
| DBX ETF TR | XTRACK MUN INFRA | 294K | 11K | – |
| DBX ETF TR | XTRACKERS LOW | 3M | 68K | – |
| ELI LILLY & CO | COM | 275K | 300 | – |
| ENBRIDGE INC | COM | 2M | 45K | – |
| EOG RES INC | COM | 223K | 2K | – |
| EXXON MOBIL CORP | COM | 2M | 14K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US | 550K | 14K | – |
| FLEXSHARES TR | MORNSTAR UPSTR | 789K | 20K | – |
| GENERAL DYNAMICS CORP | COM | 1M | 5K | – |
| GENERAL MLS INC | COM | 1M | 17K | – |
| GILEAD SCIENCES INC | COM | 1M | 16K | – |
| GLOBAL X FDS | GLOBAL X SILVER | 205K | 6K | – |
| GLOBAL X FDS | GLOBAL X URANIUM | 503K | 17K | – |
| GLOBAL X FDS | US PFD ETF | 2M | 114K | – |
| GLOBAL X FDS | X EMERGING MKT | 239K | 11K | – |
| GRAINGER W W INC | COM | 928K | 1K | – |
| GRANITESHARES GOLD TR | SHS BEN INT | 2M | 107K | – |
| HOME DEPOT INC | COM | 889K | 3K | – |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | 345K | 9K | – |
| INVESCO ACTVELY MNGD ETC FD | AGRI CMDTY STRA | 2M | 55K | – |
| ISHARES INC | CORE MSCI EMKT | 5M | 88K | – |
| ISHARES INC | JP MRG EM CRP BD | 533K | 12K | – |
| ISHARES INC | MSCI EMERG MRKT | 324K | 6K | – |
| ISHARES INC | MSCI EURZONE ETF | 1M | 30K | – |
| ISHARES INC | MSCI GERMANY ETF | 2M | 51K | – |
| ISHARES SILVER TR | ISHARES | 560K | 20K | – |
| ISHARES TR | 0-5 YR TIPS ETF | 7M | 69K | – |
| ISHARES TR | 1 3 YR TREAS BD | 266K | 3K | – |
| ISHARES TR | 10+ YR INVST GRD | 448K | 9K | – |
| ISHARES TR | 3 7 YR TREAS BD | 859K | 7K | – |
| ISHARES TR | 7-10 YR TRSY BD | 1M | 14K | – |
| ISHARES TR | AGENCY BOND ETF | 519K | 5K | – |
| ISHARES TR | BB RAT CORP BD | 883K | 19K | – |
| ISHARES TR | CORE 1 5 YR USD | 2M | 34K | – |
| ISHARES TR | CORE INTL AGGR | 4M | 72K | – |
| ISHARES TR | CORE MSCI EAFE | 2M | 31K | – |
| ISHARES TR | CORE MSCI EURO | 238K | 4K | – |
| ISHARES TR | CORE MSCI INTL | 4M | 55K | – |
| ISHARES TR | CORE MSCI PAC | 2M | 38K | – |
| ISHARES TR | CORE MSCI TOTAL | 696K | 10K | – |
| ISHARES TR | CORE S&P MCP ETF | 208K | 4K | – |
| ISHARES TR | CORE S&P SCP ETF | 739K | 7K | – |
| ISHARES TR | CORE S&P TTL STK | 2M | 15K | – |
| ISHARES TR | CORE S&P US GWT | 3M | 25K | – |
| ISHARES TR | CORE S&P US VLU | 4M | 45K | – |
| ISHARES TR | CORE S&P500 ETF | 13M | 23K | – |
| ISHARES TR | CORE TOTAL USD | 2M | 37K | – |
| ISHARES TR | CORE US AGGBD ET | 3M | 30K | – |
| ISHARES TR | EAFE SML CP ETF | 266K | 4K | – |
| ISHARES TR | INTL TREA BD ETF | 447K | 11K | – |
| ISHARES TR | ISHARES BIOTECH | 1M | 10K | – |
| ISHARES TR | ISHS 5-10YR INVT | 692K | 13K | – |
| ISHARES TR | MBS ETF | 4M | 39K | – |
| ISHARES TR | MSCI ACWI ETF | 1M | 9K | – |
| ISHARES TR | MSCI INTL MOMENT | 2M | 54K | – |
| ISHARES TR | MSCI INTL QUALTY | 2M | 47K | – |
| ISHARES TR | MSCI USA MIN VOL | 2M | 24K | – |
| ISHARES TR | MSCI USA QLT FCT | 872K | 5K | – |
| ISHARES TR | RUS 1000 ETF | 784K | 3K | – |
| ISHARES TR | S&P 100 ETF | 1M | 4K | – |
| ISHARES TR | S&P 500 GRWT ETF | 231K | 2K | – |
| ISHARES TR | SHORT TREAS BD | 454K | 4K | – |
| ISHARES TR | SHRT NAT MUN ETF | 241K | 2K | – |
| ISHARES TR | U S EQUITY FACTR | 231K | 4K | – |
| ISHARES TR | US TREAS BD ETF | 368K | 16K | – |
| ISHARES TR | USD INV GRDE ETF | 4M | 76K | – |
| ISHARES U S ETF TR | GSCI CMDTY STGY | 1M | 49K | – |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 613K | 11K | – |
| JOHNSON & JOHNSON | COM | 2M | 11K | – |
| JPMORGAN CHASE & CO. | COM | 345K | 2K | – |
| KENVUE INC | COM | 1M | 76K | – |
| KIMBERLY-CLARK CORP | COM | 2M | 15K | – |
| KLA CORP | COM NEW | 1M | 1K | – |
| L3HARRIS TECHNOLOGIES INC | COM | 631K | 3K | – |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 278K | 9K | – |
| LOCKHEED MARTIN CORP | COM | 930K | 2K | – |
| M & T BK CORP | COM | 1M | 8K | – |
| MICROSOFT CORP | COM | 2M | 3K | – |
| MID-AMER APT CMNTYS INC | COM | 1M | 9K | – |
| MOTOROLA SOLUTIONS INC | COM NEW | 907K | 2K | – |
| NIKE INC | CL B | 457K | 6K | – |
| NUCOR CORP | COM | 1M | 9K | – |
| OMNICOM GROUP INC | COM | 1M | 16K | – |
| ORACLE CORP | COM | 270K | 2K | – |
| PARKER-HANNIFIN CORP | COM | 1M | 2K | – |
| PAYCHEX INC | COM | 766K | 6K | – |
| PEPSICO INC | COM | 258K | 2K | – |
| PIMCO ETF TR | 1-5 US TIP IDX | 249K | 5K | – |
| PRINCIPAL FINANCIAL GROUP IN | COM | 1M | 18K | – |
| PUBLIC STORAGE OPER CO | COM | 1M | 4K | – |
| QUALCOMM INC | COM | 3M | 14K | – |
| RIO TINTO PLC | SPONSORED ADR | 1M | 19K | – |
| S&P GLOBAL INC | COM | 793K | 2K | – |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | 7M | 149K | – |
| SCHWAB STRATEGIC TR | HIGH YIELD BD ET | 217K | 4K | – |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 2M | 65K | – |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 3M | 53K | – |
| SCHWAB STRATEGIC TR | MUN BD ETF | 515K | 10K | – |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 10M | 220K | – |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 203K | 2K | – |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 2M | 21K | – |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 601K | 8K | – |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 213K | 4K | – |
| SCHWAB STRATEGIC TR | US TIPS ETF | 937K | 18K | – |
| SELECT SECTOR SPDR TR | ENERGY | 901K | 10K | – |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 540K | 4K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 2M | 11K | – |
| SOUTHERN CO | COM | 975K | 13K | – |
| SPDR GOLD TR | GOLD SHS | 755K | 3K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 576K | 1K | – |
| SPDR SER TR | PORT MTG BK ETF | 860K | 40K | – |
| SPDR SER TR | PORTFOLIO INTRMD | 695K | 21K | – |
| SPDR SER TR | PORTFOLIO LN TSR | 3M | 94K | – |
| STATE STR CORP | COM | 1M | 15K | – |
| STEEL DYNAMICS INC | COM | 218K | 2K | – |
| STRYKER CORPORATION | COM | 856K | 3K | – |
| SYSCO CORP | COM | 2M | 25K | – |
| TORONTO DOMINION BK ONT | COM NEW | 953K | 17K | – |
| TOTALENERGIES SE | SPONSORED ADS | 2M | 25K | – |
| UNILEVER PLC | SPON ADR NEW | 2M | 28K | – |
| UNITEDHEALTH GROUP INC | COM | 735K | 1K | – |
| VANECK ETF TRUST | GOLD MINERS ETF | 900K | 27K | – |
| VANECK ETF TRUST | JP MRGAN EM LOC | 492K | 21K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 232K | 598 | – |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 216K | 936 | – |
| VANGUARD INDEX FDS | MID CAP ETF | 2M | 10K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 7M | 14K | – |
| VANGUARD INDEX FDS | SM CP VAL ETF | 2M | 10K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 2M | 9K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 4M | 14K | – |
| VANGUARD INDEX FDS | VALUE ETF | 1M | 7K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 4M | 90K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 3M | 22K | – |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 3M | 25K | – |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 628K | 13K | – |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 1M | 27K | – |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 221K | 4K | – |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 1M | 18K | – |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 2M | 33K | – |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 737K | 13K | – |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 687K | 9K | – |
| VANGUARD STAR FDS | VG TL INTL STK F | 561K | 9K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 4M | 78K | – |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 376K | 6K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 2M | 15K | – |
| WALMART INC | COM | 1M | 17K | – |
| WISDOMTREE TR | EMG MKTS SMCAP | 654K | 12K | – |