Masus Financial Group, Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Batavia, IL. Its latest Form ADV filing, dated February 13, 2026, reports $191M in regulatory assets under management, 4 employees, and 606 accounts.
Assets Under Management
$191M
Employees
4
Offices
--
Total Clients
296
Primary office
BATAVIA, IL
515 N. RIVER STREET, SUITE 100, BATAVIA, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.4% of total clients.
Top client categories% of clientsClients
1
Individuals
82.4%
244
2
HNWI
17.6%
52
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$191Mas of February 13, 2026
Discretionary100.0%
$191M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$191M
Total Accounts606
10Y AUM Change+$45M (+30.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee74:1
10Y Employee Change-1 (-20.0%)
* 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.