MacroEdge Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MacroEdge Capital, LLC is a newly formed independent registered investment adviser that offers discretionary portfolio management to individuals, high net worth clients, and business entities. The firm documents client goals, permits client‑imposed investment restrictions, does not require a minimum account size, and currently reports no assets under management.
The firm applies a macroeconomic perspective to set target allocation ranges across ETFs, individual stocks, and fixed income, combining asset allocation with fundamental and technical analysis and operating two model styles described as advance reserves and long‑term. Portfolios are managed on a discretionary basis and rebalanced as needed to reflect clients’ risk tolerance, time horizon, and evolving economic conditions.
A distinctive feature disclosed in the brochure is that the firm’s principal is a licensed insurance agent who may recommend and receive commissions from insurance products; the firm identifies this as a potential conflict of interest and describes policies and disclosures intended to mitigate it. The brochure also notes the firm’s recent registration and initial status without clients or AUM, and it discloses limited custody authority to instruct the custodian to deduct advisory fees and reliance on an independent custodian, items prospective clients should consider.
Client services
Expertise
Fee options
$0 - $999,999: 1.25% $1,000,000+: 1.00%
Main office
Mechanicsville VA
Advisors at this office
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)