Schulz Financial, LLC

Overview

Schulz Financial, LLC is a small, owner-operated RIA that provides discretionary portfolio management to individuals and small businesses. The firm charges fees based on a percentage of assets under management and focuses its client relationships on individual and family accounts rather than institutional mandates. Its investment approach leans heavily on pooled public funds and mutual funds as the primary building blocks of client portfolios, while supplementing those exposures with third‑party alternative managers for commodity and energy-related strategies. The firm is not positioned as an ESG investor, does not act as a pension consultant, and does not identify as a multi-state adviser. Schulz Financial runs its advisory program almost entirely on a discretionary basis, which suggests that portfolio decisions — manager selection, asset allocation shifts and tactical rebalancing — are managed centrally by the advisor rather than being client-directed trade-by-trade.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices