Macro Advisors, Inc.
- Regulatory AUM
- $371M
- Discretionary
- $361M
- Clients
- 683
- Avg AUM / client
- $543K
- Accounts
- 1,649
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 603 | $152M | 40.9% |
| High net worth individuals | 66 | $206M | 55.4% |
| Pension and profit sharing plans | 5 | $10.8M | 2.9% |
| Charitable organizations | 3 | $1.9M | 0.51% |
| Corporations and other businesses | 6 | $1.1M | 0.28% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Darshana Jay Desai | Secretary | Apr 2002 (24y) | Less than 5% | |
| Jay Matilal Desai | President/Chief Compliance Officer | CFP | Nov 2002 (24y) | 25% – 50% |
| Dipal Hamir Patel | Shareholder | May 2007 (19y) | 10% – 25% | |
| Mikesh Jay Desai | Shareholder | CFP | Dec 2015 (11y) | 10% – 25% |
| Mahir Jay Desai | Shareholder | CFP | May 2019 (7y) | 10% – 25% |
| Herman Alfred Dodson | Registered representative | Chartered Financial Consultant | Nov 2006 (20y) | |
| Shannon Renee Shupp | Registered representative | CFP | Feb 2017 (9y) | |
| Wade Cornett | Registered representative | Chartered Financial Consultant | Mar 2024 (2y) | |
| Kara Maia Miller | Registered representative | Apr 2024 (2y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/27/2026 | 909 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $346M (93% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗