# MISSION: ADVICE

MISSION: ADVICE of SHEPHERDSTOWN, WV is an SEC-registered investment adviser.

## Registration

- CRD: 300473
- Type: SEC-registered investment adviser
- Location: 7866 MARTINSBURG PIKE, SHEPHERDSTOWN, WV, 25443-4791
- Phone: 304-870-4200
- Latest filing: 2026-03-18
- Regulatory AUM: $2.8M
- Discretionary AUM: $2.8M
- Clients: 1
- Accounts: 10

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300473/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300473/similar
- Related entities: https://search.stillhousedata.com/firm/300473/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300473

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.