DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Macroview Investment Management LLC
Latest filing Feb 26, 2026
First filing on the tape Nov 18, 2011 · 53 filings
SEC status approved since Jun 2, 2010
RAUM
$387M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
64%
$250M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$96.8M
derived; firm RAUM over IAPD count
Employees
5
4 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
53 filings and snapshots on the tape
RAUM$387M as of Feb 26, 2026
Mar 17, 2012$224M then
HNW client RAUM$180M as of Feb 26, 2026
Jan 25, 2018$41.3M then
State-registered IARs (5.B.3)4 as of Feb 26, 2026
Mar 17, 20120 then
Employees (5.A)5 as of Feb 26, 2026
Feb 4, 20137 then
Private funds: no history
RAUM +30% over the last fiscal year+25% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Feb 26, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $96.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 56derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.7MderivedHNW RAUM over HNW clients
- Average account
- $466,352derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 33%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 1.3derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +30%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +6.1%derived
- Compensation
- percentage of assets, hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$180M46%
- Pension and profit-sharing plans$121M31%
- Individuals$70.0M18%
- Charitable organizations$6.7M1.7%
- Other investment advisers$6.1M1.6%
- Corporations and businesses$4.0M1.0%
- Individual clients
- 159reported
- HNW clients
- 66reported
- Pension plan clients
- 14reported
- Charitable clients
- n/areported
- Accounts
- 830reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.64 fund_share=0.02 institutional_share=0.33 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Daniel Jay Cohen | Bethesda, Md | Jan 12, 2010 | 28 y | 2 |
| Micah PatashnikCertified Financial Planner | Bethesda, Md | Jul 26, 2013 | 14 y | 0 |
| Michael R HoffmanCertified Financial Planner | Bethesda, Md | Jul 5, 2023 | 18 y | 5 |
| Christopher Tyler ThomasCertified Financial Planner | Bethesda, Md | Dec 4, 2023 | 23 y | 3 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- David Jason Olson to Alpha Dna Investment ManagementNov 16, 2022 · Other
- Benjamin Richard Corson to Hemington Wealth ManagementFeb 17, 2022 · RIA to RIA
- Robert Andrew Wiedemer to Ark Financial Management, LLCMar 25, 2015 · Other
- Michael S. Calkin to Washington Growth Strategies LLCJan 10, 2014 · Other
Joined, latest
- Christopher Tyler Thomas from Triad Advisors, LLCDec 4, 2023 · Affiliated broker-dealer or bank to independent RIA
- Michael R Hoffman from Verdence Capital Advisors, LLCJul 5, 2023 · RIA to RIA
- David Jason Olson from Worch Capital LLCAug 29, 2017 · Other
- Michael S. Calkin from Chevy Chase Trust CompanyApr 16, 2012 · Other
- Daniel Jay Cohen from Chevy Chase Trust CompanyJan 12, 2010 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Jay Daniel Cohen · Member And Managing Director; Chief Compliance Officercontrolsince 05/2010 · owns 75% or more
- Micah Patashnik · Partner, Directorcontrolsince 12/2017 · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Bethesda, Md · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Columbia, MD2 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 703 to 830Feb 20, 2025 to Feb 26, 2026
- Corporate clients · 6 to 10Feb 20, 2025 to Feb 26, 2026
- HNW clients · 53 to 66Feb 20, 2025 to Feb 26, 2026
- Pension plan clients · 7 to 14Feb 20, 2025 to Feb 26, 2026
- Discretionary RAUM · $297M to $387MFeb 20, 2025 to Feb 26, 2026
- HNW RAUM · $132M to $180MFeb 20, 2025 to Feb 26, 2026
- Individual RAUM · $62.2M to $70.0MFeb 20, 2025 to Feb 26, 2026
- Pension RAUM · $87.3M to $121MFeb 20, 2025 to Feb 26, 2026
- RAUM · $297M to $387MFeb 20, 2025 to Feb 26, 2026
- Accounts · 622 to 703Dec 11, 2024 to Feb 20, 2025
- Corporate clients · unset to 6.0Dec 11, 2024 to Feb 20, 2025
- HNW clients · 48 to 53Dec 11, 2024 to Feb 20, 2025
- Individual clients · 154 to 159Dec 11, 2024 to Feb 20, 2025
- Pension plan clients · 11 to 7Dec 11, 2024 to Feb 20, 2025
- Financial planning clients · 101-250 to 101-250Dec 11, 2024 to Feb 20, 2025
- Discretionary RAUM · $271M to $297MDec 11, 2024 to Feb 20, 2025
- HNW RAUM · $114M to $132MDec 11, 2024 to Feb 20, 2025
- Individual RAUM · $55.2M to $62.2MDec 11, 2024 to Feb 20, 2025
- Pension RAUM · $87.7M to $87.3MDec 11, 2024 to Feb 20, 2025
- RAUM · $271M to $297MDec 11, 2024 to Feb 20, 2025
- Other offices · 1 to 2Jul 16, 2024 to Dec 11, 2024
- Accounts · 513 to 622Aug 10, 2023 to Feb 29, 2024
- Advisory employees · 3 to 4Aug 10, 2023 to Feb 29, 2024
- HNW clients · 32 to 48Aug 10, 2023 to Feb 29, 2024
- Individual clients · 137 to 154Aug 10, 2023 to Feb 29, 2024
- Pension plan clients · 10 to 11Aug 10, 2023 to Feb 29, 2024
- Employees · 3 to 5Aug 10, 2023 to Feb 29, 2024
- Financial planning clients · 51-100 to 101-250Aug 10, 2023 to Feb 29, 2024
- State-registered IARs · 3 to 4Aug 10, 2023 to Feb 29, 2024
- Discretionary RAUM · $197M to $271MAug 10, 2023 to Feb 29, 2024
- HNW RAUM · $65.6M to $114MAug 10, 2023 to Feb 29, 2024
- Individual RAUM · $54.6M to $55.2MAug 10, 2023 to Feb 29, 2024
- Pension RAUM · $66.1M to $87.7MAug 10, 2023 to Feb 29, 2024
- RAUM · $197M to $271MAug 10, 2023 to Feb 29, 2024
- Accounts · 471 to 513Jul 25, 2022 to Feb 7, 2023
- Advisory employees · 4 to 3Jul 25, 2022 to Feb 7, 2023
- HNW clients · 37 to 32Jul 25, 2022 to Feb 7, 2023
- Individual clients · 117 to 137Jul 25, 2022 to Feb 7, 2023
- Pension plan clients · unset to 10.0Jul 25, 2022 to Feb 7, 2023
- Employees · 4 to 3Jul 25, 2022 to Feb 7, 2023
Signals
5 dated events
- Chandra Rahul Prakash (Managing Member And Senior Partner) no longer on Schedule A of Macroview Investment Management Llc (listed 2022-07-25, absent 2023-02-07)Feb 7, 2023 · Control person left · inference
- David Jason Olson left Macroview Investment Management Llc for Alpha Dna Investment Management (registered 2017-09-27)Nov 16, 2022 · Advisor changed firm · fact
- Benjamin Richard Corson left Macroview Investment Management Llc for Hemington Wealth Management (registered 2022-03-01)Feb 17, 2022 · Advisor changed firm · fact
- Richard Benjamin Corson (Director, Trading And Operations) no longer on Schedule A of Macroview Investment Management Llc (listed 2021-10-13, absent 2022-02-17)Feb 17, 2022 · Control person left · inference
- Chandra Rahul Prakash (Managing Member And Senior Partner) appeared on Schedule A of Macroview Investment Management LlcJul 8, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- fortywealth@fortywadvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- fortyworkplace@fortywadvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 301-245-3587reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/fortywadvisorsreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/MACROVIEW-INVESTMENT-MANAGEMENT-LLCreportedpublic record, Form ADV, Sep 17, 2026
- Website
- fortywadvisors.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 301-907-6794reportedpublic record, Form ADV, Feb 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $96.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026