MEMBERS ADVISORY GROUP, LLC

Overview

Members Advisory Group, LLC is a boutique wealth manager that serves individual and family clients with a fee model based on a percentage of assets under management. The firm combines portfolio management for individuals and small businesses with insurance brokerage capabilities; that mix shows up as a strong reliance on public funds and insurance-based products in client portfolios. Investment activity is tilted toward broad-market ETFs and mutual funds, with limited direct equity positions. The firm does not identify as an active ESG investor and does not appear to provide pension consulting or operate as a multi-state adviser. Portfolio construction favors diversified, liquid public vehicles. A significant portion of their equity exposure sits in large, broad-market exchange-traded funds, indicating a preference for beta-driven core allocations rather than concentrated stock bets or active sector rotation. The advisory business is predominantly discretionary, suggesting the firm typically manages accounts under client-authorized mandates rather than through purely advisory recommendations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices