M
MacroVex Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,973,294
Clients
121
80% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
121
Very HighAverage account size
$239,449
About
MacroVex provides investment management and investor education to individuals (including high‑net‑worth clients), as well as businesses, charities, trusts and estates. Services focus on tailored portfolio construction, monitoring and client communications to support clients’ stated goals and risk tolerances.
The firm combines fundamental, technical, cyclical, charting and quantitative analysis, alongside stress‑testing, to build customized strategies that range from conservative income to aggressive growth. MacroVex manages accounts on both discretionary and non‑discretionary bases and reports a larger portion of assets under management in non‑discretionary accounts ($16.0M non‑discretionary vs. $12.9M discretionary as of December 31, 2025).
A notable feature relative to peers is MacroVex’s concentration of non‑discretionary AUM, which results in more client‑directed trading and approvals than is typical for supported firms. The firm also frequently uses ETFs/ETNs (including leveraged and inverse products in certain strategies), leverages institutional custodial and platform services, and does not participate in wrap or performance‑based fee programs.
Client services
Portfolio management
Expertise
Active portfolio management
Passive / index investing
Real estate investing
Private / alternative investments
Fee options
A flat fee may be negotiated but must not exceed the stated tiered fee schedule; specifics listed in Advisory Agreement.
$150,000.00 - $249,999.99: 1.5% $250,000.00 - $499,999.99: 1.4% $500,000.00 - $749,999.99: 1.3% $750,000.00 - $999,999.99: 1.2% $1,000,000.00 - $1,499,999.99: 1.1% $1,500,000.00 - $1,999,999.99: 1.0% $2,000,000.00+: Negotiable
Fee-only: Fees are charged monthly in advance based on annual percentage rates; fees are negotiable and no flat fee or minimum fee is stated as standard.
Main office location
MacroVex Capital
Saint Peters MO, United States
Number of offices
1
Most active in
MacroVex Capital has reported serving >5 clients in these states in the last 12 months.
Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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