Shope Advisors Group
Shope Advisors Group is an SEC-registered ria in Camillus, NY with $65.6M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Shope Advisors Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144056, SEC 801-123407, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $65.6M (2026-03-03)
- Firm type
- Ria
- Location
- Camillus, NY
- Employees
- 2
- Clients
- 86
- CRD
- 144056
- Ownership
- SHOPE, JAMES, RAY; SHOPE, STEPHEN, CHRISTOPHER; SHOPE, JAMES, R; Shope, Michelle, L
How much AUM does Shope Advisors Group have?
Shope Advisors Group reported $65.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Shope Advisors Group?
Disclosed owners and executives of Shope Advisors Group include SHOPE, JAMES, RAY, SHOPE, STEPHEN, CHRISTOPHER, SHOPE, JAMES, R, Shope, Michelle, L. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.