Candace Shira Associates, LLC

RIASEC Registered

Total AUM

$443M

Discretionary

$434M

98% of AUM

Avg account

$519K

Accounts

855

Employees

Advisory reps

Firm details

Headquarters: Pittsford, New York
CRD number: 165984
Registered since: January 3, 2013
Website: www.candaceshira.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI78.59%
Individuals19.55%
Other1.87%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Candace Shira Associates, LLC is an independent registered investment adviser that has been SEC-registered since 2013. The firm is owner-operated and serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It also operates as an insurance broker, offering insurance-related services alongside advisory work. Fee arrangements include a percentage-of-AUM component as well as hourly and fixed-fee options. The firm does not identify as an active ESG investor and is designated as a capital allocator, meaning it directs client capital into external managers and third-party vehicles.