MEMBERS ADVISORY GROUP, LLC
Adviser information for MEMBERS ADVISORY GROUP, LLC last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,300 | $347.2M |
| Non-Discretionary | 6 | $2.1M |
| Total | 1,306 | $349.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 777 | $226.8M |
| HNW Individuals | 75 | $122.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $329,102 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-77362 |
|---|---|
| SEC ERA File Number | 801-77362 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 153723 |
| Legal Entity Identifier | None |
Principal Office
6750 MAIN STREETWILLIAMSVILLE
NY
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (716) 632-4066, Fax: (716) 632-1119
Websites
Chief Compliance Officer
CHERYL L. FLUKER
6750 MAIN STREET
WILLIAMSVILLE
NY
United States
Tel:
(716) 632-4066
Fax:
(716) 632-1119
C******@****************M
(Full email address available in API data)
Regulatory Contact
SCOTT M. CASHMORE
MANAGING PARTNER
6750 MAIN STREET
WILLIAMSVILLE
NY
United States
Tel:
(716) 632-4066
Fax:
(716) 632-1119
S********@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CASHMORE, JEFFREY, ARTHUR | Individual | – | INVESTMENT ADVISER | 10/2021 | < 5% |
| CASHMORE, SCOTT, MICHAEL | Individual | – | MANAGING PARTNER | 03/2024 | > 75% |
| FLUKER, CHERYL, LYNN | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2022 | < 5% |