MEMBERS ADVISORY GROUP, LLC

CRD 153723File 801-77362

APPROVED

Retail clients

Filing as of Apr 8, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$443.2M

Below cohort median (national)

Discretionary AUM

$440.7M

Non-discretionary $2.5M

Clients

906

1,439 accounts

Employees

Below cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Nov 14, 2012
Principal office: 6750 MAIN STREET, WILLIAMSVILLE, NY, 14221
Phone: (716) 632-4066
Website: http://www.membersadvgrp.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $443.2M
Discretionary AUM: $440.7M
Non-discretionary AUM: $2.5M
Discretionary accounts: 1,434
Non-discretionary accounts: 5
Total accounts: 1,439
AUM per client: $489K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$273K
High net worth individuals	129	$209.2M
Individuals (other than high net worth individuals)	777	$233.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.