# Candace Shira Associates, LLC

> Candace Shira Associates, LLC is an SEC-registered investment advisory firm in Pittsford, NY, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 7, 2026.

- CRD: 165984
- Filed as: CANDACE SHIRA ASSOCIATES, LLC
- Legal name: Cross Staff Investments Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pittsford, NY
- Filing period: October 2026
- Form ADV filing dated: May 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165984
- AdvisorCensus page: https://advisorcensus.com/firm/candace-shira-associates-llc-pittsford-ny-165984

## Quick answers

**How is Candace Shira Associates, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Candace Shira Associates, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Candace Shira Associates, LLC located?**
Candace Shira Associates, LLC's principal office is in Pittsford, NY, according to its Form ADV.

**Is Candace Shira Associates, LLC registered with the SEC or a state?**
Candace Shira Associates, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 165984.

**How much does Candace Shira Associates, LLC manage?**
Candace Shira Associates, LLC reports $443,496,840 in regulatory assets under management in its Form ADV filing dated May 7, 2026 (98% discretionary).

**How have Candace Shira Associates, LLC's assets and staff changed since 2021?**
In the Form ADV data for Candace Shira Associates, LLC: Regulatory assets under management: $327,107,892 in the October 2021 data and $443,496,840 in the October 2026 data, up 36%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Candace Shira Associates, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (264); high net worth individuals (167); other (3).

**Which custodians does Candace Shira Associates, LLC use?**
Candace Shira Associates, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Candace Shira Associates, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165984

**Does Candace Shira Associates, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 7, 2026 says: "The Firm currently does not require a minimum account size."

**What changed in Candace Shira Associates, LLC's recent Form ADV filings?**
In the February 2026 filing data: Registered or notice-filed in CT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 7, 2026)

- Account minimum: None

> The Firm currently does not require a minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $443,496,840
- Discretionary: $433,897,702
- Non-discretionary: $9,599,138

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 264 | $86,687,536 |
| High net worth individuals | 167 | $348,527,905 |
| Other | 3 | $8,281,399 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CT, FL, NC, NH, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- candaceshira.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $327,107,892 | 4 | July 8, 2021 |
| October 2022 | $388,482,270 | 4 | April 12, 2022 |
| October 2023 | $324,933,919 | 4 | August 8, 2023 |
| October 2024 | $367,443,136 | 4 | May 17, 2024 |
| October 2025 | $409,587,068 | 4 | March 18, 2025 |
| October 2026 | $443,496,840 | 4 | May 7, 2026 |

Regulatory assets under management: $327,107,892 in the October 2021 data and $443,496,840 in the October 2026 data, up 36%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Registered or notice-filed in CT.

### January 2026
- No longer registered or notice-filed in MA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Candace Shira Associates, LLC (CRD 165984): Form ADV filing data as of October 2026.