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Shuster Advisory Group
Founded in 2014, Shuster Advisory Group set up in Pasadena, California, structuring itself as an independent firm to eliminate conflicts tied to in-house...
Shuster Advisory Group
Founded in 2014, Shuster Advisory Group set up in Pasadena, California, structuring itself as an independent firm to eliminate conflicts tied to in-house investment products. The firm’s client roster spans individual investors, school districts, and not-for-profit organizations, indicating a dual focus on private wealth management and institutional consulting from its earliest days. Shuster Advisory Group runs a model centered on globally diversified investment management, asset preservation, and retirement income solutions. Its investment consulting extends to plan sponsor and participant services, indicating coverage of employer-sponsored retirement plans alongside direct client mandates. The firm describes full access to a wide array of solutions, though no public record names specific portfolio companies, fund commitments, or named co-investors. Geographic emphasis appears tied to the domestic US market, with its sole office in Pasadena serving as the operational base. Team size and total assets under advisement are not publicly disclosed. The firm maintains a single office and does not reference separate philanthropic foundations, real-asset arms, or external club memberships. A recent event window is not verifiable from available sources; no dated operational changes, fundraises, or personnel moves appear in the public record through May 2026. Shuster’s structural posture rests on its independent fiduciary status, a governance choice that binds the firm to place client interests ahead of product distribution incentives. This architecture is common among registered investment advisers but serves as the firm’s central differentiator, reinforced by fee transparency and an advisory approach that eschews captive funds or proprietary strategies.
General information
Firm type
Bank / Wealth / Trust
Year founded
2014
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Pasadena
Corporate office
155 North Lake Avenue, Suite 950, Pasadena, CA 91101, United States
Frequently asked questions
How does Shuster Advisory Group structure its investment management approach?
The firm states it uses a globally diversified investment management strategy, aiming to preserve assets and generate retirement income. It operates as an independent fiduciary, meaning it does not push proprietary products and must prioritize client interests in portfolio construction. Publicly available detail on specific asset allocation models or manager selection criteria is limited.
What client types does Shuster Advisory Group serve?
Shuster’s client base includes individual investors, school districts, and not-for-profit organizations. The firm provides private wealth management for individuals and families, alongside investment consulting and plan sponsor services for institutional entities such as school districts. This mix suggests a practice split between retail wealth management and smaller-scale institutional advisory.
Is Shuster Advisory Group structured as a single family office?
No. Shuster Advisory Group operates as an independent registered investment adviser, not a single family office. It serves multiple unrelated clients, including governmental entities and nonprofits, and its founding in 2014 as a wealth management practice reinforces a multi-client advisory structure.
What regulatory obligations apply to Shuster Advisory Group as a fiduciary?
As a stated fiduciary, Shuster Advisory Group is legally obligated to act in its clients’ best interests, providing advice that avoids conflicts of interest and discloses any potential conflicts that do arise. The firm emphasizes transparent pricing and independence from product manufacturers, which aligns with the fiduciary standard under the Investment Advisers Act of 1940 for SEC- or state-registered advisers.
Does Shuster Advisory Group disclose its assets under management?
No. The firm does not publicly disclose assets under management or advisement. Without a published figure, allocators cannot independently verify the practice’s scale, though its client mix of individual investors, school districts, and nonprofits suggests a mid-sized retail and institutional advisory book.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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