SHOPE ADVISORS GROUP

Overview

Shope Advisors Group is an independent registered investment adviser serving individual and family clients. The firm operates primarily as a non-discretionary advisor and provides financial planning services while maintaining a registered representative relationship with a broker-dealer. Its advisory fees are billed as a percentage of assets under management and, in some cases, on an hourly basis. The firm shows a clear tilt toward equity investing, with exchange-traded equities identified as the largest asset class in its portfolio mix. Shope Advisors Group does not position itself as an active ESG investor and is not organized as a multi-state or pension consultant adviser. Investment activity is centered on externally managed strategies and third-party fund allocations for alternatives; the firm is not listed as a capital allocator. Given the non-discretionary structure and the use of hourly planning fees, the practice appears oriented toward collaborative, client-directed portfolio implementation rather than a fully delegated discretionary model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices