Investment adviser · CRD 108724

SCHULTZ FINANCIAL GROUP INCORPORATED

Investment adviser filing (IA)

RENO, NV, United States · Form ADV filed Jun 16, 2026

Regulatory AUM
$215M
Form ADV · Item 5.F
Client accounts
478
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals57$179,224,17083.4%
Individuals53$28,326,83613.2%
Corporations & businesses6$3,743,4181.7%
Retirement plansFewer than 5$3,545,5791.7%
Filing source

Form ADV 2113130 · Jun 16, 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SIERRA NEVADA MULTI-STRATEGY FUND LLCHedge Fund · Last reported Mar 29, 2016$1.01MGross asset value

Form D fundraising filings

Sierra Nevada Multi-Strategy Fund, L.L.C.

Fund administrator MICHAEL J. LICCAR & COMPANY CHICAGO, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian PACIFIC WESTERN BANK SAN DIEGO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-5471322609
Reported beneficial owners
36
Minimum commitment
$100K
Form D file number
021-44347

Form ADV 971555 · Mar 29, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 16, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Hourly · Fixed

Principal office

5190 NEIL ROAD, SUITE 450
RENO, NV, 89502, United States

CRD 108724

Filing source

Form ADV 2113130 · Jun 16, 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.