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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2013
- Office Locations
- 1
Office Locations
About Candace Shira Associates, LLC
Candace Shira Associates, LLC is a Pittsford, NY wealth management and investment advisory firm providing holistic planning and customized asset growth and management, including retirement and estate planning. The team emphasizes balancing risk and reward through flexible, risk-aware asset allocation, using ETFs and mutual funds and incorporating insurance/annuity solutions when appropriate. Accounts are custodied at Charles Schwab, and the firm uses tools like Nitrogen (Riskalyze) for risk management.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CANDACE ANN SHIRA
Financial Advisor, General Partner, President
- CRD
- #2992244
- Ownership
- 75% or more
MARVIN CHARLES ENGLE
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $433,897,702 | $512,276 |
| Non-Discretionary | $9,599,138 | $1,199,892 |
| Total | $443,496,840 | $518,710 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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