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Schultz Financial Group Inc
Schultz Financial Group Inc was established in 1982 by Russell Schultz. The firm originated from wealth generated through his financial advisory practice and...
Schultz Financial Group Inc
Schultz Financial Group Inc was established in 1982 by Russell Schultz. The firm originated from wealth generated through his financial advisory practice and now operates as a multi-family office serving multiple affluent households. The firm allocates across private equity, real estate, private credit, hedge funds, infrastructure, natural resources, and commodities. It offers qualified clients direct co-investments and SPV access in addition to fund-of-funds commitments. Geographic focus remains North America. Confirmed holdings include multi-family residential projects, medical office buildings, retail centers, and energy interests in the United States. The firm reports 275 million USD under management. It maintains memberships in NAPFA and ADISA. Vicki Schultz participates in the Community Foundation of Northern Nevada and Open Medicine Foundation boards. No operational events from the last 24 months appear in available records. The firm operates through a single primary entity in Reno with direct ownership of certain real estate and alternative assets. Governance ties remain within the founding family and key shareholders.
General information
Firm type
Multi Family Office
Year founded
1982
Location
Region
North America
Country
United States
City
Reno
Corporate office
5190 Neil Road Suite 450, Reno, NV 89502, United States
Principals
Russell Schultz
Founder and President
Vicki Schultz
Executive Vice President
Alyssa Dalbey
Shareholder and Wealth Manager
Sector focus
Frequently asked questions
Who runs investment decisions at Schultz Financial Group Inc?
Russell Schultz serves as Founder and President. Vicki Schultz holds the role of Executive Vice President. Alyssa Dalbey participates as Shareholder and Wealth Manager.
Does Schultz Financial Group Inc participate in fund commitments or only direct deals?
The firm offers both fund-of-funds commitments and direct co-investments or SPVs. Qualified clients access private equity, real estate, energy interests, and other alternatives through these structures.
Where does the underlying wealth come from?
Wealth originated from founder Russell Schultz through his independent financial advisory practice established prior to 1982.
What asset classes receive allocations?
Allocations include private equity, real estate, private credit, hedge funds, infrastructure, natural resources, and commodities. Public market exposure uses mutual funds and ETFs.
Does Schultz Financial Group Inc maintain philanthropic structures?
Family members serve on boards of the Community Foundation of Northern Nevada, Open Medicine Foundation, and University of Nevada, Reno Foundation.
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