SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Maceratio LLC
Miami, FL
CRD 304078
Firm filing updated June 20, 2026 ·
- $1.2BAssets
- 7Advisory staff
- 278Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals243
- Investment companies4
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 243 | $558.8 million |
| Investment companies | 4 | $571.5 million |
| Other investment advisors | Fewer than 5 clients | $61.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "BROKER-DEALERS"
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "BROKER-DEALERS"
Assets and accounts
- Regulatory assets$1.2 billion
- Accounts278
People
- Employees7
- Advisory staff7
- Broker-dealer reps1
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 304078, SEC file 801-130936.
- Registered with the SEC as an investment advisor (status date on record: August 16, 2024).
Is Maceratio LLC a fiduciary?
Short answer: Maceratio LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 1 staff member is a broker-dealer representative. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.