MISSION: ADVICE

MISSION: ADVICE of SHEPHERDSTOWN, WV is an SEC-registered investment adviser (CRD 300473). Regulatory assets under management: $2.8M.

Registration

• CRD: 300473
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300473 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search