{
  "crd_number": 153723,
  "slug": "members-advisory-group-llc-williamsville-ny-153723",
  "primary_business_name": "MEMBERS ADVISORY GROUP, LLC",
  "legal_name": "MEMBERS ADVISORY GROUP, LLC",
  "dbas": [],
  "city": "Williamsville",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "15380",
  "metro": {
    "cbsa_code": "15380",
    "common_name": "Buffalo",
    "msa_name": "Buffalo-Cheektowaga, NY",
    "path": "/advisors/ny/buffalo"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-11-14",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-09-17",
  "carried_forward": false,
  "raum_total": 443200266.0,
  "raum_discretionary": 440693253.0,
  "raum_non_discretionary": 2507013.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 233712187.0,
      "count": 777
    },
    "high_net_worth_individuals": {
      "raum": 209215290.0,
      "count": 129
    },
    "corporations_other_businesses": {
      "raum": 272789.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CO",
    "FL",
    "LA",
    "NC",
    "NY",
    "OH",
    "SC",
    "TN",
    "TX"
  ],
  "websites": [
    "https://membersadvgrp.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153723",
  "city_as_filed": "WILLIAMSVILLE",
  "url": "https://advisorcensus.com/firm/members-advisory-group-llc-williamsville-ny-153723",
  "display_name": "Members Advisory Group, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Members Advisory Group, LLC (CRD 153723): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Members Advisory Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Members Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Members Advisory Group, LLC's brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Members Advisory Group, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Members Advisory Group, LLC registered with the SEC or a state?",
      "a": "Members Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 153723."
    },
    {
      "q": "How much does Members Advisory Group, LLC manage?",
      "a": "Members Advisory Group, LLC reports $443,200,266 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (99% discretionary)."
    },
    {
      "q": "How have Members Advisory Group, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Members Advisory Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (777); high net worth individuals (129)."
    },
    {
      "q": "Which custodians does Members Advisory Group, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Members Advisory Group, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Members Advisory Group, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Changed its office addresses in Watertown, NY. Registered or notice-filed in CO."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 287662731.0,
      "total_employees": 6,
      "filing_date": "2021-08-17"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 340281194.0,
      "total_employees": 6,
      "filing_date": "2022-06-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 312581268.0,
      "total_employees": 6,
      "filing_date": "2023-07-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 349303034.0,
      "total_employees": 6,
      "filing_date": "2024-03-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 404998886.0,
      "total_employees": 7,
      "filing_date": "2025-03-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 443200266.0,
      "total_employees": 7,
      "filing_date": "2026-09-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Changed its office addresses in Watertown, NY.",
        "Registered or notice-filed in CO."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 11, 2026",
    "tiers": [
      {
        "band": "Up to $100,000",
        "rate": "1%"
      },
      {
        "band": "$100,001 to $999,999",
        "rate": "0.85%"
      },
      {
        "band": "Above $1,000,000",
        "rate": "0.75%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $100,000: 1% a year",
          "$100,001 to $999,999: 0.85% a year",
          "Above $1,000,000: 0.75% a year"
        ],
        "quotes": [
          "Assets Under Management Annual Fee \n$0 to $100,000 1.00% \n$100,001 to $999,999 0.85% \n$1,000,000+ 0.75%"
        ]
      }
    ],
    "quotes": [
      "Assets Under Management Annual Fee \n$0 to $100,000 1.00% \n$100,001 to $999,999 0.85% \n$1,000,000+ 0.75%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/members-advisory-group-llc-williamsville-ny-153723.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 777,
      "fewer_than_5": false,
      "raum": 233712187.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 129,
      "fewer_than_5": false,
      "raum": 209215290.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 272789.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153723",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}