Shope Financial Planning, Inc.
● SEC registered since 2022CRD 144056SEC# 801-123407Camillus, NY
Reg. AUM
$65.6M
Employees
2
Accounts
86
Location
Camillus, NY
Shope Financial Planning, Inc. assets under management
Shope Financial Planning, Inc. is an SEC-registered investment adviser based in Camillus, NY. The firm has been registered since 2022. It reports $65.6 million in regulatory assets under management and employs 2 people.
Shope Financial Planning, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Ray Shope Control | President | Over 75% | 2005 |
| Michelle L Shope Control | Chief Compliance Officer | 10-25% | 2025 |
Frequently asked questions
How much does Shope Financial Planning, Inc. manage?
Shope Financial Planning, Inc. reports $65.6 million in regulatory assets under management on its Form ADV.
How many employees does Shope Financial Planning, Inc. have?
Shope Financial Planning, Inc. reports 2 employees.
Where is Shope Financial Planning, Inc. located?
Shope Financial Planning, Inc. is based in Camillus, NY and has been SEC-registered since 2022.
Does Shope Financial Planning, Inc. disclose fund performance?
Shope Financial Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Shope Advisors Group, 5014 W Genesee St, Camillus, NY 13031 |
| Phone | 315-701-5857 |
| Fax | 315-701-5928 |
| Office hours | 8:30 a.m. - 4:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$65.6M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$65.6Mregulatory AUM
Discretionary $0Non-discretionary $65.6M