# Schultz and Associates

Schultz and Associates is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 128761
- **SEC file number:** 801-62451
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128761

## About

SCHULTZ AND ASSOCIATES INC. is an SEC-registered investment adviser in ASHLAND, OR. The firm manages approximately $9 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Does the office make venture capital commitments or only direct deals?

The office's known activity includes direct equity investments in consumer and hospitality businesses, with Schultz's name occasionally surfacing in venture-stage food-and-beverage rounds in the Pacific Northwest. The office is also understood to participate in select fund commitments, though specific GP relationships are not publicly documented. No separate venture fund structure carries the Schultz and Associates name.

### What sectors does Schultz and Associates explicitly focus on?

The office concentrates on consumer, retail, food-and-beverage, and hospitality sectors — domains where Howard Schultz's Starbucks experience provides direct operational knowledge. Reported investment activity clusters in consumer brands, restaurant concepts, and adjacent service businesses. The office does not promote a diversified multi-sector mandate and has not disclosed allocations to technology, healthcare, or other sectors outside its principal's operating expertise.

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Last updated: 2026-07-06T01:24:25.113Z

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