SCHULZ FINANCIAL, LLC

SCHULZ FINANCIAL, LLC is an SEC-registered investment adviser (CRD 126820). Regulatory assets under management: $46.2M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 126820
• SEC file number: 801-62036
• Type: Registered investment adviser
• Phone: 281-705-9189
• Latest filing: 2026-03-26
• Regulatory AUM: $46.2M
• Discretionary AUM: $46.2M
• Clients: 1
• Accounts: 86

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 126820 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search