Candace Shira Associates, LLC is an SEC registered investment adviser organized as a corporation with a primary office location in Pittsford, NY. Its latest Form ADV filing, dated March 26, 2026, reports $443M in regulatory assets under management, 4 employees, and 855 accounts.
Assets Under Management
$443M
Employees
4
Offices
--
Total Clients
434
Primary office
PITTSFORD, NY
115 SULLY'S TRAIL, SUITE 8, PITTSFORD, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.8% of total clients.
Top client categories% of clientsClients
1
Individuals
60.8%
264
2
HNWI
38.5%
167
3
401K
0.7%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$443Mas of March 26, 2026
Discretionary97.8%
$434M
98% of total RAUM97.8%
Non-discretionary2.2%
$10M
2% of total RAUM2.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$443M
Total Accounts855
10Y AUM Change+$208M (+88.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee109:1
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.