# 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.

- CRD: 153723
- Filed as: MEMBERS ADVISORY GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Williamsville, NY
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153723
- AdvisorCensus page: https://advisorcensus.com/firm/members-advisory-group-llc-williamsville-ny-153723

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Up to $100,000: 1% a year
- $100,001 to $999,999: 0.85% a year
- Above $1,000,000: 0.75% a year

> 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 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: $443,200,266
- Discretionary: $440,693,253
- Non-discretionary: $2,507,013

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 777 | $233,712,187 |
| High net worth individuals | 129 | $209,215,290 |
| Corporations or other businesses not listed above | Fewer than 5 | $272,789 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (13 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, FL, LA, NC, NY, OH, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Fredonia, NY
- Liverpool, NY
- Oswego, NY
- Watertown, NY
- West Falls, NY

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $287,662,731 | 6 | August 17, 2021 |
| October 2022 | $340,281,194 | 6 | June 1, 2022 |
| October 2023 | $312,581,268 | 6 | July 28, 2023 |
| October 2024 | $349,303,034 | 6 | March 14, 2024 |
| October 2025 | $404,998,886 | 7 | March 14, 2025 |
| October 2026 | $443,200,266 | 7 | September 17, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Changed its office addresses in Watertown, NY.
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Members Advisory Group, LLC (CRD 153723): Form ADV filing data as of October 2026.