Shope Advisors Group is an SEC registered investment adviser organized as a corporation with a primary office location in Camillus, NY. Its latest Form ADV filing, dated March 3, 2026, reports $66M in regulatory assets under management, 2 employees, and 86 accounts.
Assets Under Management
$66M
Employees
2
Offices
--
Total Clients
86
Primary office
CAMILLUS, NY
SHOPE ADVISORS GROUP, 5014 W GENESEE ST, CAMILLUS, NY, United States
Top client segmentIndividuals represent 76.7% of total clients.
Top client categories% of clientsClients
1
Individuals
76.7%
66
2
HNWI
23.3%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$66Mas of March 3, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$66M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$66M
Total Accounts86
10Y AUM Change+$18M (+37.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee43:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.