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SCHULTZ FINANCIAL GROUP INCORPORATED
CRD 108724File 801-18297
APPROVED
Retail clients
Custody
Filing as of Jun 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$214.8M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $214.8M
Clients
116
478 accounts
Employees
4
Below cohort median in NV
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 27, 1983
- Principal office
- 5190 NEIL ROAD, SUITE 450, RENO, NV, 89502
- Phone
- 775-850-5620
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $214.8M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $214.8M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 478
- Total accounts
- 478
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $3.7M |
| High net worth individuals | 57 | $179.2M |
| Pension and profit sharing plans | Fewer than 5 | $3.5M |
| Individuals (other than high net worth individuals) | 53 | $28.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.