Schultz Financial Group Incorporated is an SEC registered investment adviser organized as a corporation with a primary office location in Reno, NV. Its latest Form ADV filing, dated March 30, 2026, reports $215M in regulatory assets under management, 4 employees, and 478 accounts.
Assets Under Management
$215M
Employees
4
Offices
--
Total Clients
116
Primary office
RENO, NV
5190 NEIL ROAD, SUITE 450, RENO, NV, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.1% of total clients.
Top client categories% of clientsClients
1
HNWI
49.1%
57
2
Individuals
45.7%
53
3
Corporations
5.2%
6
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$215Mas of March 30, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$215M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$215M
Total Accounts478
10Y AUM Change+$14M (+6.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee29:1
10Y Employee Change-6 (-60.0%)
* 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.