Schulz Financial Group

Overview

Schulz Financial Group LLC operates as an independent registered investment adviser with an individual owner and a client focus on individuals and families. The firm lists SEC registration in 2026 and combines portfolio management and financial planning services aimed at individuals and small businesses with insurance brokerage activity. Its fee arrangements include both a percentage-of-AUM model and fixed fees. The adviser does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not act as a capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives