Members Advisory Group, LLC
● SEC registered since 2012CRD 153723SEC# 801-77362Williamsville, NY
Reg. AUM
$443.2M
Employees
7
Accounts
1,439
Location
Williamsville, NY
Members Advisory Group, LLC assets under management
Members Advisory Group, LLC is a registered investment adviser overseen by the SEC based in Williamsville, NY. The firm has been registered since 2012. It reports $443.2 million in regulatory assets under management and employs 7 people.
Members Advisory Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cheryl Lynn Fluker Control | Chief Compliance Officer | Under 5% | 2022 |
| Scott Michael Cashmore Control | Managing Partner | Over 75% | 2024 |
Frequently asked questions
How much does Members Advisory Group, LLC manage?
Members Advisory Group, LLC reports $443.2 million in regulatory assets under management on its Form ADV.
How many employees does Members Advisory Group, LLC have?
Members Advisory Group, LLC reports 7 employees.
Where is Members Advisory Group, LLC located?
Members Advisory Group, LLC is based in Williamsville, NY and has been SEC-registered since 2012.
Does Members Advisory Group, LLC disclose fund performance?
Members Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6750 Main Street, Williamsville, NY 14221 |
| Phone | (716) 632-4066 |
| Fax | (716) 632-1119 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$443.2M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$443.2Mregulatory AUM
Discretionary $440.7MNon-discretionary $2.5M