SCHULTZ FINANCIAL GROUP INCORPORATED

Overview

Schultz Financial Group Incorporated is an independent registered investment adviser and capital allocator that provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm operates on a non-discretionary advisory model—its ADV shows all reported assets are non-discretionary—so clients retain trade authority while the firm provides advice, asset selection and manager oversight. Schultz Financial Group Incorporated serves both individual and family clients as well as institutional relationships, using hourly and fixed-fee arrangements rather than asset-based ongoing fees. Investment activity emphasizes pooled public vehicles for core exposures, with a clear tendency to outsource specialized strategies to third-party managers. The firm is not identified as an active ESG investor in its filing and is designated as an Independent RIA that also acts as a capital allocator, directing client capital into external mutual funds, corporate debt and a range of alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices