← Directory
SHUSTER ADVISORY GROUP, LLC
CRD 170233File 801-106929
APPROVED
Retail clients
Filing as of May 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$10.32B
Top 10% of cohort (national)
Discretionary AUM
$10.19B
Non-discretionary $127.1M
Clients
399
1,026 accounts
Employees
15
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 435 | 399 |
| 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.