{"url":"https://nivawealth.com/firms/members-advisory-group-153723","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/153723","regulatoryAum":443200266,"crd":"153723","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7193021","suffix":null,"lastName":"ALLAN","firstName":"CONNOR","middleName":"P"},{"crd":"1928725","suffix":null,"lastName":"CASHMORE","firstName":"JEFFREY","middleName":"ARTHUR"},{"crd":"5013398","suffix":null,"lastName":"CASHMORE","firstName":"SCOTT","middleName":"MICHAEL"},{"crd":"1834777","suffix":null,"lastName":"FLUKER","firstName":"CHERYL","middleName":"LYNN"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-22","regulatoryAum":287662731,"clients":802,"employees":6,"offices":5},{"filedOn":"2022-06-01","regulatoryAum":340281194,"clients":984,"employees":6,"offices":5},{"filedOn":"2023-07-28","regulatoryAum":312581268,"clients":829,"employees":6,"offices":6},{"filedOn":"2024-03-14","regulatoryAum":349303034,"clients":852,"employees":6,"offices":6},{"filedOn":"2025-03-14","regulatoryAum":404998886,"clients":895,"employees":7,"offices":6},{"filedOn":"2026-09-17","regulatoryAum":443200266,"clients":906,"employees":7,"offices":6}],"secFileNumber":"801-77362","legalName":"Members 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Schwab","location":"Orlando, FL","smaAssets":433967255}],"custodyNote":"Members Advisory Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Cheryl Fluker","title":"Chief Compliance Officer","crd":"1834777"},{"name":"Scott Cashmore","title":"Managing Partner","crd":"5013398"}],"ownership":[{"label":"Scott Cashmore","detail":"Managing partner in the 75% or more ownership band and a control person, since March 2024."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":5,"privateResidences":0},"listedOfficeAddresses":6,"foreignOffices":[],"officesByState":[{"state":"New York","offices":6,"addresses":[{"street":"6750 Main Street","city":"Williamsville","headquarters":true},{"street":"1075 Davis Road","city":"West Falls"},{"street":"135 Old Cove Road","city":"Liverpool"},{"street":"26 East 1st Street","city":"Oswego"},{"street":"264 East Main Road","city":"Fredonia"},{"street":"259 JB Wise 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They include 777 individual clients and 129 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 17 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Members Advisory Group offer?","answer":"Members Advisory Group provides portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Members Advisory Group charge?","answer":"Members Advisory Group charges 0.75%–1.00% a year for its Wealth Management Services. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable.","source":"03 11 2026 MAG FORM ADV PART 2A AND 2B FINAL, filed 11 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Members Advisory Group use?","answer":"Members Advisory Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $434M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Members Advisory Group have?","answer":"Members Advisory Group has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Members Advisory Group invest in?","answer":"At the end of its last fiscal year, Members Advisory Group’s separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents, 2% exchange-traded equities and 2% other. The 2% other category is described as: Variable Annuities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Members Advisory Group?","answer":"Members Advisory Group’s direct owner is Scott Cashmore (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 17 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Members Advisory Group get paid?","answer":"Members Advisory Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Members Advisory Group?","answer":"Members Advisory Group’s main office is at 6750 Main Street, Williamsville, NY 14221. Its phone number is 716-632-4066. Its website is membersadvgrp.com.","source":"Form ADV Part 1A, Item 1.F, filed 17 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}