SourcingSourcing

MAKROD INVESTMENT ASSOCIATES INC

C42
CRD 110325·SEC 801-28113·VERONA, NJ
AUM
$894.4M
$500M-$1B
Est. Revenue
$8.9M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MAKROD INVESTMENT ASSOCIATES INC
CRD
110325
SEC file #
801-28113
EIN
—
DBA names
—

Economics

AUM
$894.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$524.4M → $894.4M▲ +71%
Client mix
Individuals High Net Worth415
Individuals Other153
Charitable Organizations7
Pension Profit Sharing Plans1

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
VERONA NJ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
makrodinvestment.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
O'DONNELL, KATHRYN, ROSE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
O'DONNELL, KATHRYN, ROSE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MAKRODINVESTMENT.COM
Rdap Domain Creation Date
1999-06-08T20:47:33Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
48,738
Form 5500 Compensation Trajectory 3y
202648,738
Form 5500 Plan Count Trajectory 3y
20261
Schedule C Total Compensation
48,738
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Morgan Stanley3
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-08T20:48:10Z
Rdap Domain Last Changed
2026-04-09T06:30:25Z
Rdap Nameservers
Ns49.worldnic.comNs50.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4950107
Trust Company Affiliate
No

People (4)

4
O'DONNELL, KATHRYN, ROSE
IAR · Direct Owner · 87.5%
4950107
Ernest John Volkmann
IAR
7899310
BENEDICT ACHILLES SCHLATTER
IAR
4418593
JOHN THOMAS O'DONNELL
IAR
4379415