AdvisorCensus / Financial advisors / New York / Buffalo / Members Advisory Group, LLC
Members Advisory Group, LLC is an SEC-registered investment advisory firm in Williamsville, NY, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 17, 2026.
Quick answers
From the filingHow is Members Advisory Group, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Members Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management.
What does Members Advisory Group, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 11, 2026 states: Up to $100,000: 1% a year; $100,001 to $999,999: 0.85% a year; Above $1,000,000: 0.75% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Members Advisory Group, LLC located?
Members Advisory Group, LLC's principal office is in Williamsville, NY, according to its Form ADV; the October 2026 filing also lists 5 other offices (Schedule D, Section 1.F).
Is Members Advisory Group, LLC registered with the SEC or a state?
Members Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 153723.
How much does Members Advisory Group, LLC manage?
Members Advisory Group, LLC reports $443,200,266 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (99% discretionary).
How have Members Advisory Group, LLC's assets and staff changed since 2021?
In the Form ADV data for Members Advisory Group, LLC: Regulatory assets under management: $287,662,731 in the October 2021 data and $443,200,266 in the October 2026 data, up 54%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Members Advisory Group, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (777); high net worth individuals (129).
Which custodians does Members Advisory Group, LLC use?
Members Advisory Group, 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 Members Advisory Group, 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/153723
What changed in Members Advisory Group, LLC's recent Form ADV filings?
In the October 2026 filing data: Changed its office addresses in Watertown, NY. Registered or notice-filed in CO.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $100,000 | 1% |
| $100,001 to $999,999 | 0.85% |
| Above $1,000,000 | 0.75% |
The brochure's wording
Assets Under Management Annual Fee $0 to $100,000 1.00% $100,001 to $999,999 0.85% $1,000,000+ 0.75%
As stated in the firm's Form ADV Part 2A brochure dated March 11, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$443,200,266 as of October 2026, filing dated September 17, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2012 (13 years)
- Employees
- Total: 7. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
5 other offices, as of the October 2026 filing
- States registered or notice-filed
-
10 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $443,200,266 | 7 | September 17, 2026 |
| October 2025 | $404,998,886 | 7 | March 14, 2025 |
| October 2024 | $349,303,034 | 6 | March 14, 2024 |
| October 2023 | $312,581,268 | 6 | July 28, 2023 |
| October 2022 | $340,281,194 | 6 | June 1, 2022 |
| October 2021 | $287,662,731 | 6 | August 17, 2021 |
Regulatory assets under management: $287,662,731 in the October 2021 data and $443,200,266 in the October 2026 data, up 54%.
Total employees: 6 in October 2021 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Changed its office addresses in Watertown, NY.
- Registered or notice-filed in CO.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Members Advisory Group, LLC (CRD 153723): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/members-advisory-group-llc-williamsville-ny-153723