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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Value capitalGlacier
- Established Date
- 11-14-2012
- Office Locations
- 1
Office Locations
About Members Advisory Group, LLC
Members Advisory Group is an independent RIA serving clients in upstate New York with straightforward, comprehensive financial counseling. The firm emphasizes personalized financial planning, including tax and estate planning, insurance and portfolio construction. Investment management is largely ETF-based, with additional use of public funds and cash, and custody relationships including Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SCOTT MICHAEL CASHMORE
Financial Advisor, General Partner, Managing Partner
- CRD
- #5013398
- Ownership
- 75% or more
CHERYL LYNN FLUKER
Chief Compliance Officer
- CRD
- #1834777
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
CONNOR P ALLAN
--
- CRD
- #7193021
JEFFREY ARTHUR CASHMORE
Financial Advisor, General Partner
- CRD
- #1928725
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $440,693,253 | $307,317 |
| Non-Discretionary | $2,507,013 | $501,403 |
| Total | $443,200,266 | $307,992 |
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Separately Managed Accounts
Total SMA Asset: $443,200,266
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,220,184,213 | 14.8% |
| Cash | $2,382,657,011 | 28.9% |
| Equity - Exchange | $1,986,921,591 | 24.1% |
| Other | $2,654,725,114 | 32.2% |
| Total | $8,244,487,929 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE EAGLE | CATALYST FRONTIER | V8H8TPKZ1 | VFBN | 5.65% | $69,498,882 |
| PATHWAY RADIAL | WAVE VERTEX | 4R7SUUCO2 | IBNZ | 12.19% | $96,074,275 |
| GLACIER MATRIX OPTIMA | WAVE DELTA | Y4R4GD3ID | JTD | 6.89% | $11,499,321 |
| CATALYST QUANTUM WAVE | HARBOR QUANTUM | M1H19XHR3 | LHLSG | 4.14% | $77,633,389 |
| FRONTIER ALPHA | QUANTUM EAGLE | HG86S2M88 | UXYPZ | 9.16% | $25,254,877 |
| BEACON FRONTIER WAVE | ATLAS PRIME | O40SUDGFB | JKB | 5.62% | $79,995,079 |
| FOUNDATION INSIGHT ATLAS | HARBOR PRIME | 5TUV9HZLK | ABMEC | 3.31% | $75,643,920 |
| FOUNDATION INSIGHT ZENITH | CREST WAVE | PWBNL9UF9 | JNG | 11.50% | $66,695,998 |