MAQRO ADVISORS LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $174.4M |
| Discretionary | $1.6M1% of AUM |
| Non-Discretionary | $172.8M |
| Client Accounts | 981 |
| Avg Account Size | $178K |
| Employees | 4 |
| Peak AUM | $184.9MMar 2025 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $174M | 5.7% | +3.4% | +7.8% | |
| Discretionary AUM | $2M | ||||
Key Metrics
| Total AUM | $174.4M |
| Discretionary | $1.6M |
| Employees | 4 |
| Client Accounts | 981 |
| Client Range | 0 |
Contact & Location
Address
7004 BEE CAVES ROAD
AUSTIN TX 78746
Phone
(512) 673-8292
Filing History
9 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2M
0.9% of AUM
Non-Discretionary
$173M
99.1% of AUM
Disc. mix ▼ 0.7pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Law Firm