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| Schultz Financial Group Incorporated
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|---|---|
| CRD # | 108724 |
| SEC # | 801-18297 |
| CIK # | |
| AUM | 214.8 M (2026-06-16) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 775-850-5620 |
| Address | 5190 Neil Road Reno, NV 89502 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Sierra Nevada Multi-Strategy Fund LLC | 2012-03-29 | 1.0 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 28.3 |
| (b) Individuals (high net worth individuals) | 57 | 179.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 478 | 214.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 478 | 214.8 |
| Total | 478 | 214.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 214.8 | |
| Total | 478 | 214.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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|---|---|---|
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|
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|
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