This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0

Regulatory AUM

$443MItem 5.F on the latest filing (2026-09-17); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$441M

Private client RAUM

$443MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$111Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

4

Offices

5Schedule D 1.F, beyond the principal office

Accounts

1,439

Individual clients

777

High net worth clients

129

SEC number

801-77362

CRD

153723

Filings on the tape

31

First filed

Nov 7, 2012

Latest filed

Sep 17, 2026

Organised

Limited Liability Company, NY

Website

membersadvgrp.com

• Occurred

  Jun 1, 2022
  Control person joined

  Lynn Cheryl Fluker (Chief Compliance Officer) appeared on Schedule A of Members Advisory Group, Llc

  Form ADVobserved 4 days ago
• Occurred

  Nov 7, 2012
  First Form ADV filing

  Members Advisory Group, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:53ca20fe-e6b6-b015-9306-c64e72200c64

First observed

Nov 7, 2012

Last observed

Sep 17, 2026 2 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.