Investment adviser · CRD 174339
MASUS FINANCIAL GROUP, LTD.
Investment adviser filing (IA)
BATAVIA, IL, United States · Form ADV filed May 19, 2026
- Regulatory AUM
- $191M Form ADV · Item 5.F
- Client accounts
- 606 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 52 | $103,921,127 | 54.5% |
| Individuals | 244 | $86,689,242 | 45.5% |
| Corporations & businesses | Fewer than 5 | $19,861 | 0.0% |
Filing source
Form ADV 2106350 · May 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly
Principal office
515 N. RIVER STREET, SUITE 100BATAVIA, IL, 60510-2390, United States
CRD 174339
Filing source
Form ADV 2106350 · May 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.