Data / Investment advisers / Nevada / Schultz Financial Group Incorporated
Schultz Financial Group Incorporated, Reno, NV: $215 million AUM, SEC registered investment adviser
Schultz Financial Group Incorporated is an SEC registered investment adviser with its main office in Reno, Nevada and reports $215 million in regulatory assets under management in its Form ADV filed June 16, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 108724
- SEC file number
- 801-18297
- SEC status
- Approved, effective January 27, 1983
- Main office
- 5190 Neil Road Suite 450, Reno, NV 89502
- Phone
- (775) 850-5620
- Regulatory AUM
- $214,840,003 in the Form ADV filed June 16, 2026
- Non discretionary AUM
- $214,840,003
- Accounts
- 478
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 57 | $179.2 million |
| Individuals (other than high net worth individuals) | 53 | $28.3 million |
| Corporations or other businesses | 6 | $3.7 million |
| Pension and profit sharing plans | Fewer than 5 | $3.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $214.8 million | March 30, 2026 |
| December 1, 2025 | $196.3 million | March 26, 2025 |
Other advisers in Reno
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sanchez Gaunt Capital Management, LLC | Reno | $285.8 million | Not listed | adviserinfo.sec.gov |
| Open Window Financial Solutions, LTD. | Reno | $284.4 million | Not listed | adviserinfo.sec.gov |
| Hallador Investment Advisors, Inc. | Reno | $270.7 million | 6 | adviserinfo.sec.gov |
| Vantage Wealth Planning | Reno | $264.7 million | Not listed | adviserinfo.sec.gov |
| GK Wealth Management LLC | Reno | $258.8 million | Not listed | adviserinfo.sec.gov |
| Athena Wealth Management, LLC | Reno | $174 million | Not listed | adviserinfo.sec.gov |
| Paradigm Capital Management | Reno | $173.4 million | Not listed | adviserinfo.sec.gov |
| Elevage Partners, LLC | Reno | $154.6 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Reno, NV
- Investment advisers in Nevada
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Schultz Financial Group Incorporated on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.