Members Advisory Group, LLC
Firm details
- Headquarters
- Williamsville, New York
- CRD number
- 153723
- Registered since
- November 14, 2012
- Website
- www.membersadvgrp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals52.73%
- HNWI47.21%
- Corporations / Businesses0.06%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Members Advisory Group, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC since 2012. The firm focuses on portfolio management for individuals and small businesses and serves an individual and family client base. Its primary fee model is a percentage of assets under management, and the firm also operates as an insurance broker—an arrangement consistent with the firm's use of annuities. Members Advisory Group is not a capital allocator to third‑party private fund managers, does not position itself as a multi‑state adviser, and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
- Other2%
Owners & executives
1 of 1Cheryl Fluker
Chief Compliance OfficerCRD 1834777
Contacts
3 of 3Jeffrey Cashmore
Managing DirectorCRD 1928725
Scott Cashmore
Managing PartnerCRD 5013398
Connor Allan
Financial AdvisorCRD 7193021
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$330M in ETFs
77%
$253M
18%
$77.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $39.7M | 1,583,312 | 12.03% |
Location
Williamsville, NY
Erie
Location
Williamsville, NY
Headquartered in Williamsville, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.
- Metro area
- Buffalo-Cheektowaga-Olean, NY
- Region
- Northeast
- County
- Erie
- Address
- 6750 Main St
- Time zone
- ET (UTC-5)
- Office locations
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