Data / Investment advisers / California / Shuster Advisory Group, LLC
Shuster Advisory Group, LLC, Pasadena, CA: $10.3 billion AUM, SEC registered investment adviser
Shuster Advisory Group, LLC is an SEC registered investment adviser with its main office in Pasadena, California and reports $10.3 billion in regulatory assets under management in its Form ADV filed May 20, 2026. Its clients include state and municipal governments, pension and profit sharing plans and high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 170233
- SEC file number
- 801-106929
- SEC status
- Approved, effective November 19, 2015
- Main office
- 155 N. Lake Ave. Suite 950, Pasadena, CA 91101
- Phone
- (626) 578-0816
- Website
- sfgrpc.com
- Regulatory AUM
- $10,318,497,572 in the Form ADV filed May 20, 2026
- Discretionary AUM
- $10,191,410,430
- Non discretionary AUM
- $127,087,142
- Accounts
- 1,026
- Employees
- 15, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 20, 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 |
|---|---|---|
| State or municipal government entities | 103 | $8.53 billion |
| Pension and profit sharing plans | 71 | $977.3 million |
| High net worth individuals | 153 | $588 million |
| Corporations or other businesses | 32 | $114.8 million |
| Individuals (other than high net worth individuals) | 39 | $5.1 million |
| Charitable organizations | 1 | $244,607 |
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 | $10.32 billion | March 31, 2026 |
| December 1, 2025 | $7.91 billion | November 18, 2025 |
Other advisers in Pasadena
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Western Asset Management Company | Pasadena | $184.99 billion | 33 | adviserinfo.sec.gov |
| Primecap Management Co | Pasadena | $139.34 billion | Not listed | adviserinfo.sec.gov |
| Wedbush Securities Inc. | Pasadena | $6.75 billion | Not listed | adviserinfo.sec.gov |
| Capital Research & Consulting LLC | Pasadena | $5.99 billion | Not listed | adviserinfo.sec.gov |
| Clifford Swan Investment Counselors | Pasadena | $4.48 billion | Not listed | adviserinfo.sec.gov |
| Flaherty & Crumrine Incorporated | Pasadena | $4.15 billion | Not listed | adviserinfo.sec.gov |
| Pasadena Private Wealth, LLC | Pasadena | $1.62 billion | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pasadena, CA
- Investment advisers in California
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving pension and profit sharing plans
- Shuster Advisory Group, LLC 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.