# Schultz Financial Group Inc

Schultz Financial Group Inc is a Multi Family Office based in Reno, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Reno, United States
- **Region:** North America
- **Address:** 5190 Neil Road Suite 450, Reno, NV 89502, United States
- **Founded:** 1982
- **Assets under management:** 275 (Altss estimate)
- **Website:** sfginc.com
- **LinkedIn:** https://www.linkedin.com/company/schultz-financial-group-inc.

## Regulatory record

- **CRD number:** 108724
- **SEC file number:** 801-18297
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108724

## About

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.

## Sectors

- Real Estate
- Private Equity
- Private Credit
- Energy Transition & Renewables

## People

- Russell Schultz — Founder and President
- Vicki Schultz — Executive Vice President
- Alyssa Dalbey — Shareholder and Wealth Manager

## 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.

### 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.

## Related profiles

- [Swiss Entrepreneurs Foundation](https://altss.com/profile/swiss-entrepreneurs-foundation)
- [LOR Foundation](https://altss.com/profile/lor-foundation)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/schultz-financial-group-inc

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