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CANDACE SHIRA ASSOCIATES, LLC
Legal name: CROSS STAFF INVESTMENTS INC.
CRD 165984File 801-77488
APPROVED
Retail clients
Custody
Filing as of May 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$443.5M
Below cohort median (national)
Discretionary AUM
$433.9M
Non-discretionary $9.6M
Clients
431
855 accounts
Employees
4
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 3, 2013
- Principal office
- 115 SULLY'S TRAIL, SUITE 8, PITTSFORD, NY, 14534
- Phone
- 585-249-1550
- Website
- HTTP://WWW.CANDACESHIRA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $443.5M
- Discretionary AUM
- $433.9M
- Non-discretionary AUM
- $9.6M
- Discretionary accounts
- 847
- Non-discretionary accounts
- 8
- Total accounts
- 855
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 167 | $348.5M |
| Individuals (other than high net worth individuals) | 264 | $86.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 434 | 431 |
| 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.