Members Advisory Group, LLC

Members Advisory Group provides wealth management services to individual and high net worth clients, delivering ongoing financial planning and discretionary portfolio management. As of February 17, 2026, the firm reported managing about $443.2 million in client assets and serving roughly 906 clients across its programs, advising on equities, corporate, municipal and government debt securities, mutual funds, and ETFs.

The firm’s investment approach relies primarily on fundamental analysis and employs both long- and short-term purchase strategies, with most portfolio management delivered on a discretionary basis after establishing clients’ investment parameters. Relationships are tailored to individual needs—clients may impose written restrictions and the firm conducts periodic account reviews, with custodial statements provided at least quarterly.

Members Advisory Group is unusual for a team of its size in having a high client-to-advisor ratio (well over 200 clients per advisor) and operating through six offices, which may affect how client service and coverage are organized. Several investment adviser representatives are also licensed insurance agents who may sell life insurance and annuities for separate commissions, and the firm routinely recommends Charles Schwab for custody and receives certain support services from that custodian, which the brochure discloses as a potential conflict of interest.