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- Custodian
- Fidelity/NFS ยท Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-17-2021
- Office Locations
- 1
Office Locations
About Shope Advisors Group
Shope Advisors Group is a retail advisory firm providing financial planning and asset management, including tax and estate planning support and insurance/life-insurance guidance, with a client focus that includes entrepreneurs. Portfolios emphasize asset allocation and risk management using ETFs and mutual funds, with annuities also in scope. Securities are offered through Leigh Baldwin & Co, LLC, and accounts are carried by National Financial Services (Fidelity).
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JAMES RAY SHOPE III
President
- CRD
- #3272764
- Ownership
- 75% or more
Michelle L Shope
Chief Compliance Officer
- CRD
- #7829576
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $65,622,520 | $763,053 |
| Total | $65,622,520 | $763,053 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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