# Schulz Financial Group

Schulz Financial Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/schulz-financial-group

## Regulatory record

- **CRD number:** 339660
- **SEC file number:** 801-135037
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339660

## About

SCHULZ FINANCIAL GROUP is an SEC-registered investment adviser in Tucson, AZ, registered since 2026. The firm manages approximately $115 million in regulatory assets. It has 3 employees and 3 investment advisers.

## Questions

### What is the investment strategy of Schulz Financial Group?

Publicly available information does not describe the investment strategy of Schulz Financial Group. No asset-class preferences, stage targets, or geographic focus areas have been reported in any verifiable source.

### Does Schulz Financial Group make direct investments or commit to funds?

There are no public records of Schulz Financial Group making direct investments, fund commitments, or co-investments. No portfolio companies or fund relationships have been disclosed.

### What sectors does Schulz Financial Group focus on?

No sector preferences or avoidance areas have been publicly attributed to Schulz Financial Group. The firm has not disclosed any industry focus in any available source.

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

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