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MASUS FINANCIAL GROUP, LTD.
CRD 174339File 801-101531
APPROVED
Retail clients
Custody
Filing as of May 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$190.6M
Bottom 25% of cohort (national)
Discretionary AUM
$190.6M
Clients
296
606 accounts
Employees
4
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 28, 2015
- Principal office
- 515 N. RIVER STREET, SUITE 100, BATAVIA, IL, 60510-2390
- Phone
- 630-879-8464
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $190.6M
- Discretionary AUM
- $190.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 606
- Non-discretionary accounts
- 0
- Total accounts
- 606
- AUM per client
- $644K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $20K |
| High net worth individuals | 52 | $103.9M |
| Individuals (other than high net worth individuals) | 244 | $86.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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
- 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 5 | 4 | decreased by1 |
| Mar 1, 2026 | Clients | 338 | 296 | decreased by42 |
| Mar 1, 2026 | AUM | $172,433,783 | $190,630,230 | increased by$18,196,447 |
| Mar 1, 2026 | Accounts | 665 | 606 | decreased by59 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 297 | 338 | increased by41 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $162,520,112 | $172,433,783 | increased by$9,913,671 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,120 | 665 | decreased by455 |
| Mar 1, 2022 | Employees | 3 | 5 | increased by2 |
| Mar 1, 2022 | Clients | 344 | 297 | decreased by47 |
| Mar 1, 2022 | AUM | $145,737,235 | $162,520,112 | increased by$16,782,877 |
| Mar 1, 2022 | Accounts | 1,453 | 1,120 | decreased by333 |
| 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 “MASUS FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MASUS FINANCIAL” 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.