Schultz Financial Group Incorporated
● SEC registered since 1983CRD 108724SEC# 801-18297Reno, NV
Reg. AUM
$214.8M
Employees
4
Accounts
478
Location
Reno, NV
Schultz Financial Group Incorporated assets under management
Schultz Financial Group Incorporated is an SEC-registered investment adviser based in Reno, NV. The firm has been registered since 1983. It reports $214.8 million in regulatory assets under management and employs 4 people.
Schultz Financial Group Incorporated owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alyssa Jane Dalbey Control | Vice President | 5-10% | 2022 |
| Jennifer Leigh Specter Control | Chief Compliance Officer, Chief Operations Officer | 10-25% | 2016 |
| Russell Corey Schultz Control | Ceo | Under 5% | 1982 |
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Join to unlock · $37/moFrequently asked questions
How much does Schultz Financial Group Incorporated manage?
Schultz Financial Group Incorporated reports $214.8 million in regulatory assets under management on its Form ADV.
How many employees does Schultz Financial Group Incorporated have?
Schultz Financial Group Incorporated reports 4 employees.
Where is Schultz Financial Group Incorporated located?
Schultz Financial Group Incorporated is based in Reno, NV and has been SEC-registered since 1983.
Does Schultz Financial Group Incorporated disclose fund performance?
Schultz Financial Group Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5190 Neil Road, Suite 450, Reno, NV 89502 |
| Phone | 775-850-5620 |
| Fax | 775-850-5639 |
| Office hours | 8:30 a.m.-5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$214.8M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$214.8Mregulatory AUM
Discretionary $0Non-discretionary $214.8M