# SCHULTZ FINANCIAL GROUP INCORPORATED

SCHULTZ FINANCIAL GROUP INCORPORATED of RENO, NV is an SEC-registered investment adviser.

## Registration

- CRD: 108724
- Type: SEC-registered investment adviser
- SEC file number: 801-18297
- Location: 5190 NEIL ROAD, SUITE 450, RENO, NV, 89502
- Phone: 775-850-5620
- Latest filing: 2026-06-16
- Regulatory AUM: $214.8M
- Non-discretionary AUM: $214.8M
- Clients: 4
- Accounts: 478

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Russell Corey Schultz | CEO; TRUSTEE | — |
| Vicki Paula Schultz | EXECUTIVE VICE PRESIDENT; TRUSTEE | — |
| Jennifer Leigh Specter | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | — |
| Alyssa Jane Dalbey | VICE PRESIDENT | — |
| SCHULTZ RUSSELL COREY | CEO; PRESIDENT; TRUSTEE | — |
| SCHULTZ VICKI PAULA | EXECUTIVE VICE PRESIDENT; TRUSTEE; VICE PRESIDENT (+1 more) | — |
| LOWDEN PETER WADE | VICE PRESIDENT; VICE PRESIDENT & CCO; VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| ALESEVICH CLARISSA LYNN | CHIEF COMPLIANCE OFFICER; INVESTMENT PLAN ADVISOR & CHIEF COMPLIANCE OFFICER; VICE PRESIDENT (+1 more) | — |
| MCCABE CATHERINE ELLEN | CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER; VICE PRESIDENT (+1 more) | — |
| SUDAME SAMEER J | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | — |
| LEVITT VICKI PAULA | VICE PRESIDENT | — |
| SPECTER JENNIFER LEIGH | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | — |
| Dalbey Alyssa Jane | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108724/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108724/similar
- Related entities: https://search.stillhousedata.com/firm/108724/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108724

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.