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Masus Financial Group, Ltd.

● SEC registered since 2015CRD 174339SEC# 801-101531Batavia, IL
Export (members)
Reg. AUM
$190.6M
Employees
4
Accounts
606
Location
Batavia, IL

Masus Financial Group, Ltd. assets under management

Masus Financial Group, Ltd. is a registered investment adviser overseen by the SEC based in Batavia, IL. The firm has been registered since 2015. It reports $190.6 million in regulatory assets under management and employs 4 people.

Masus Financial Group, Ltd. owners & executives

2 reported
NameTitleOwnershipSince
Mary Louise Kilberg ControlChief Compliance OfficerUnder 5%2018
Todd Johnathon Masus ControlPresident, Secretary, TreasurerOver 75%2015

Frequently asked questions

How much does Masus Financial Group, Ltd. manage?

Masus Financial Group, Ltd. reports $190.6 million in regulatory assets under management on its Form ADV.

How many employees does Masus Financial Group, Ltd. have?

Masus Financial Group, Ltd. reports 4 employees.

Where is Masus Financial Group, Ltd. located?

Masus Financial Group, Ltd. is based in Batavia, IL and has been SEC-registered since 2015.

Does Masus Financial Group, Ltd. disclose fund performance?

Masus Financial Group, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address515 N. River Street, Suite 100, Batavia, IL 60510-2390
Phone630-879-8464
Fax630-879-8595
Office hours9:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$190.6M▲ 11%
Jan '25 — $172.4MFeb '25 — $172.4MMar '25 — $172.4MApr '25 — $172.4MMay '25 — $172.4MJun '25 — $172.4MJul '25 — $172.4MAug '25 — $172.4MSep '25 — $172.4MOct '25 — $172.4MNov '25 — $172.4MDec '25 — $172.4MJan '26 — $172.4MFeb '26 — $190.6MMar '26 — $190.6MApr '26 — $190.6MMay '26 — $190.6MJun '26 — $190.6M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$190.6Mregulatory AUM
Discretionary $190.6M