Members Capital Advisors, Inc.
- Regulatory AUM
- $39.5B
- Discretionary
- $36.6B
- Clients
- 349
- Avg AUM / client
- $113M
- Accounts
- 349
- Employees
- 62
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Asset allocation (SMA assets by investment type)
as of Mar 27, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 331 | $6.5B | 16.4% |
| Insurance companies | 8 | $29.9B | 75.8% |
| Corporations and other businesses | 10 | $3.1B | 7.83% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Mca Fund Iv Lp | Private Equity Fund | Delaware | $1.0B | 1 |
| Mca Fund Iii Lp | Private Equity Fund | Delaware | $577M | 1 |
| Mca Fund V Lp | Private Equity Fund | Delaware | $566M | 1 |
| Mca Fund Ii Lp | Private Equity Fund | Delaware | $178M | 2 |
| Mca Fund I Lp | Private Equity Fund | Delaware | $73.7M | 1 |
| Mca Fund Vi Lp | Private Equity Fund | Delaware | $136K | 4 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C. Showing first 100 of 107.
People (32)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cantrell, Allen, Randolph | Vice President Managing Director Investments | Feb 2012 (15y) | Less than 5% | |
| Webber, Thomas, James | Vice President, Managing Director Investments | Feb 2012 (15y) | Less than 5% | |
| Borakove, Brian, J | Treasurer | Dec 2012 (14y) | Less than 5% | |
| Jensen, Thomas, C | Vice President Managing Director Investments | Jul 2019 (7y) | Less than 5% | |
| Micks, Jason, Theodore | Vice President Managing Director Investment Research | Jul 2019 (7y) | Less than 5% | |
| Coombe, Kevin, Charles | Vice President Managing Director Investments | Aug 2021 (5y) | Less than 5% | |
| Cameron, Amy, M | President, Executive Vice President And Chief Investment Officer | Sep 2021 (5y) | Less than 5% | |
| Finucane, Anne, Marie | Senior Vice President And Managing Director, Deputy Chief Investment Officer Investments | Sep 2021 (5y) | Less than 5% | |
| Wydick, Benjamin, T | Senior Vice President Chief Risk Officer | Sep 2021 (5y) | Less than 5% | |
| Melissa M Haberstich | Chief Compliance Officer | Jan 2023 (4y) | Less than 5% | |
| Thomas, Barth, Thomas | Secretary, Vice President And Director | Dec 2023 (3y) | Less than 5% | |
| Chad S Lay | Registered representative | Oct 2012 (14y) | ||
| Daniel Edward Cox | Registered representative | Oct 2012 (14y) | ||
| James Jay Kirkpatrick | Registered representative | CFP | Oct 2012 (14y) | |
| Andrea D Rodgers | Registered representative | Jul 2013 (13y) | ||
| Thomas Michael Preusker | Registered representative | Nov 2015 (11y) | ||
| Juan Yang Schmelzle | Registered representative | Feb 2016 (10y) | ||
| Brian R Buhrow | Registered representative | Oct 2019 (7y) | ||
| Anthony Edwin Potthast | Registered representative | Oct 2019 (7y) | ||
| George Joseph Manning | Registered representative | Jan 2020 (7y) | ||
| David Richard Bernier | Registered representative | Dec 2020 (6y) | ||
| David Nathan Abuaf | Registered representative | CFA | Nov 2021 (5y) | |
| Tracy Allison New | Registered representative | Nov 2022 (4y) | ||
| Jamie A Weitzenkamp | Registered representative | Apr 2023 (3y) | ||
| Melissa Sue Miller | Registered representative | Apr 2023 (3y) | ||
| Scott Allan Rothmeyer | Registered representative | Apr 2023 (3y) | ||
| William Thomas Rutledge | Registered representative | Apr 2023 (3y) | ||
| Yvette Renee Ferris | Registered representative | Apr 2023 (3y) | ||
| Elliott James Shipp | Registered representative | Jun 2023 (3y) | ||
| Darrell Ian Pacheco | Registered representative | Jan 2024 (3y) | ||
| Kevin Michael Zeller | Registered representative | May 2024 (2y) | ||
| Dennison George Davis | Registered representative | Chartered Financial Consultant | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cuna Mutual Investment Corporation | 100% Owner | Jun 2008 | A | 75% or more |
| Van Aartsen, Stan J | Vice President Managing Director Investments | Aug 2021 | A | Less than 5% |
| Lyons, Steven J | Vice President Managing Director Investments | Aug 2021 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $2.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Mca Fund Iv Lp | Private Equity Fund | $1.0B | $0 | 1 |
| Mca Fund Iii Lp | Private Equity Fund | $577M | $0 | 1 |
| Mca Fund V Lp | Private Equity Fund | $566M | $0 | 1 |
| Mca Fund Ii Lp | Private Equity Fund | $178M | $0 | 2 |
| Mca Fund I Lp | Private Equity Fund | $73.7M | $0 | 1 |
| Mca Fund Vi Lp | Private Equity Fund | $136K | $0 | 4 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (100)
Top 25 of 100 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 2.42 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • FEE FROM AFFILIATES.
Services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- State Street $26.3B (67% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗