SHUSTER ADVISORY GROUP, LLC

CRD 170233File 801-106929

APPROVED

Retail clients

Filing as of May 20, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$10.32B

Top 10% of cohort (national)

Discretionary AUM

$10.19B

Non-discretionary $127.1M

Clients

399

1,026 accounts

Employees

Top 10% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Nov 19, 2015
Principal office: 155 N. LAKE AVE., SUITE 950, PASADENA, CA, 91101
Phone: (626) 578-0816
Website: https://www.SFGRPC.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $10.32B
Discretionary AUM: $10.19B
Non-discretionary AUM: $127.1M
Discretionary accounts: 955
Non-discretionary accounts: 71
Total accounts: 1,026
AUM per client: $25.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	32	$114.8M
Charitable organizations	1	$245K
High net worth individuals	153	$588.0M
Pension and profit sharing plans	71	$977.3M
State or municipal government entities	103	$8.53B
Individuals (other than high net worth individuals)	39	$5.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Publications
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Aug 17, 2026	Clients	435	399	decreased by36
Jun 1, 2026	Employees	14	15	increased by1
Apr 1, 2026	Clients	386	435	increased by49
Apr 1, 2026	AUM	$7,909,384,939	$10,318,497,572	increased by$2,409,112,633
Apr 1, 2026	Accounts	884	1,026	increased by142
May 1, 2025 vs Oct 1, 2022	Employees	12	14	increased by2
May 1, 2025 vs Oct 1, 2022	Clients	306	386	increased by80
May 1, 2025 vs Oct 1, 2022	AUM	$4,418,962,771	$7,909,384,939	increased by$3,490,422,168
May 1, 2025 vs Oct 1, 2022	Accounts	421	884	increased by463
Oct 1, 2022	Employees	11	12	increased by1
May 1, 2022	Employees	10	11	increased by1
Apr 1, 2022	Clients	175	306	increased by131
Apr 1, 2022	AUM	$3,626,839,434	$4,418,962,771	increased by$792,123,337
Apr 1, 2022	Accounts	333	421	increased by88
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “SHUSTER ADVISORY” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SHUSTER ADVISORY” may also match similarly-named firms). Confirm identity against each filing.

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.