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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MACRO ADVISORS, INC.

CRD 118832

YORK, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:67371a9d-7b07-e853-a26a-cff0a62cb11b

Data as of May 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 3
On other graphs: 0
Observed: Mar 6, 2012 to May 27, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $371MItem 5.F on the latest filing (2026-05-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $361M
Private client RAUM: $357MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $41.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 8
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,649
Individual clients: 603
High net worth clients: 66
Custody, client assets: $210M
SEC number: 801-117443
CIK: 1821406
CRD: 118832
Filings on the tape: 27
First filed: Mar 6, 2012
Latest filed: May 27, 2026
Organised: Corporation, PA
Website: macroadv.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DARSHANA JAY DESAI	n/a	YORK, PA	24	24	n/a	no
JAY MATILAL DESAI	Certified Financial Planner	YORK, PA	23	37	n/a	no
HERMAN ALFRED DODSON	Chartered Financial Consultant	Little River, SC \| HAZLETON, PA \| YORK, PA	19	39	n/a	no
DIPAL HAMIR PATEL	n/a	YORK, PA	19	20	n/a	no
MIKESH JAY DESAI	Certified Financial Planner	YORK, PA	10	10	n/a	no
SHANNON RENEE SHUPP	Certified Financial Planner	YORK, PA	9	30	1	no
MAHIR JAY DESAI	Certified Financial Planner	YORK, PA	7	16	n/a	no
WADE CORNETT	Chartered Financial Consultant	YORK, PA	2	31	2	no
KARA MAIA MILLER	n/a	Farmington, CT \| YORK, PA	2	13	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DESAI, JAY, MATILAL	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	yes	02/2003	Mar 6, 2012	Apr 11, 2024
DESAI, DARSHANA, JAY	Secretary	Na	no	02/2003	Mar 6, 2012	Apr 11, 2024
DESAI, MAHIR	Shareholder	B	no	01/2023	Feb 1, 2023	Apr 11, 2024
DESAI, MIKESH	Shareholder	B	no	01/2023	Feb 1, 2023	Apr 11, 2024
PATEL, DIPAL, HAMIR	Shareholder	B	no	01/2023	Feb 1, 2023	Apr 11, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Hazleton	Pa	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$371M	$361M	9	8	1	n/a	n/a
2024	Mar 9, 2025	$253M	$244M	9	8	2	n/a	n/a
2023	Feb 12, 2024	$209M	$201M	7	7	2	n/a	n/a
2022	Feb 1, 2023	$169M	$161M	7	6	2	n/a	n/a
2021	Feb 17, 2022	$191M	$184M	7	6	2	n/a	n/a
2020	Mar 3, 2021	$159M	$153M	7	6	2	n/a	n/a
2019	Feb 19, 2020	$126M	$123M	8	7	1	n/a	n/a
2011	Mar 6, 2012	$49.9M	$49.9M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$371M	$253M	46.4%	$169M	30.1%	9	9	1	2

Relationships

Registered with (9)

← KARA MAIA MILLERAdvisorregistration: current employment
Apr 23, 2024 to presentfactForm ADV
← WADE CORNETTAdvisorregistration: current employment
Mar 27, 2024 to presentfactForm ADV
← MAHIR JAY DESAIAdvisorregistration: current employment
May 7, 2019 to presentfactForm ADV
← SHANNON RENEE SHUPPAdvisorregistration: current employment
Feb 13, 2017 to presentfactForm ADV
← MIKESH JAY DESAIAdvisorregistration: current employment
Dec 24, 2015 to presentfactForm ADV
← DIPAL HAMIR PATELAdvisorregistration: current employment
May 29, 2007 to presentfactForm ADV
← HERMAN ALFRED DODSONAdvisorregistration: current employment
Nov 29, 2006 to presentfactForm ADV
← JAY MATILAL DESAIAdvisorregistration: current employment
Nov 12, 2002 to presentfactForm ADV
← DARSHANA JAY DESAIAdvisorregistration: current employment
Apr 12, 2002 to presentfactForm ADV

Controls (1)

← DESAI, JAY, MATILALOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 6, 2012 to Apr 11, 2024factForm ADV

Owns (4)

← DESAI, DARSHANA, JAYOwnerSECRETARY, ownership code NA, individual
Mar 6, 2012 to Apr 11, 2024factForm ADV
← PATEL, DIPAL, HAMIROwnerSHAREHOLDER, ownership code B, individual
Feb 1, 2023 to Apr 11, 2024factForm ADV
← DESAI, MIKESHOwnerSHAREHOLDER, ownership code B, individual
Feb 1, 2023 to Apr 11, 2024factForm ADV
← DESAI, MAHIROwnerSHAREHOLDER, ownership code B, individual
Feb 1, 2023 to Apr 11, 2024factForm ADV

Dated events

Occurred
Mar 27, 2026
Regulatory AUM changed
Macro Advisors, Inc. reported RAUM $370.9M, up 46% from $253.3M (2025-11-20 to 2026-03-27)
Form ADVobserved 4 days ago
$118M
Occurred
Feb 1, 2023
Control person left
Jay Darshana Desai (Secretary) no longer on Schedule A of Macro Advisors, Inc. (listed 2022-02-17, absent 2023-02-01)
Form ADVobserved 4 days ago
Occurred
Sep 5, 2019
First Form ADV filing
Macro Advisors, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:67371a9d-7b07-e853-a26a-cff0a62cb11b
First observed: Mar 6, 2012
Last observed: May 27, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MACRO ADVISORS, INC.

CRD 118832

YORK, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:67371a9d-7b07-e853-a26a-cff0a62cb11b

Data as of May 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:40 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DARSHANA JAY DESAI

n/a

YORK, PA

n/a

JAY MATILAL DESAI

Certified Financial Planner

YORK, PA

n/a

HERMAN ALFRED DODSON

Chartered Financial Consultant

Little River, SC | HAZLETON, PA | YORK, PA

n/a

DIPAL HAMIR PATEL

n/a

YORK, PA

n/a

MIKESH JAY DESAI

Certified Financial Planner

YORK, PA

n/a

SHANNON RENEE SHUPP

Certified Financial Planner

YORK, PA

MAHIR JAY DESAI

Certified Financial Planner

YORK, PA

n/a

WADE CORNETT

Chartered Financial Consultant

YORK, PA

KARA MAIA MILLER

n/a

Farmington, CT | YORK, PA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DESAI, JAY, MATILAL

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

02/2003

Mar 6, 2012

Apr 11, 2024

DESAI, DARSHANA, JAY

Secretary

02/2003

Mar 6, 2012

Apr 11, 2024

DESAI, MAHIR

Shareholder

01/2023

Feb 1, 2023

Apr 11, 2024

DESAI, MIKESH

Shareholder

01/2023

Feb 1, 2023

Apr 11, 2024

PATEL, DIPAL, HAMIR

Shareholder

01/2023

Feb 1, 2023

Apr 11, 2024

City

State

Country

Employees

Also broker-dealer

Hazleton

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$371M

$361M

n/a

2024

Mar 9, 2025

$253M

$244M

n/a

2023

Feb 12, 2024

$209M

$201M

n/a

2022

Feb 1, 2023

$169M

$161M

n/a

2021

Feb 17, 2022

$191M

$184M

n/a

2020

Mar 3, 2021

$159M

$153M

n/a

2019

Feb 19, 2020

$126M

$123M

n/a

2011

Mar 6, 2012

$49.9M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$371M

$253M

46.4%

$169M

30.1%