{
  "crd_number": 174339,
  "slug": "masus-financial-group-ltd-batavia-il-174339",
  "primary_business_name": "MASUS FINANCIAL GROUP, LTD.",
  "legal_name": "MASUS FINANCIAL GROUP, LTD.",
  "dbas": [],
  "city": "Batavia",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-07-28",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-05-19",
  "carried_forward": false,
  "raum_total": 190630230.0,
  "raum_discretionary": 190630230.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 86689242.0,
      "count": 244
    },
    "high_net_worth_individuals": {
      "raum": 103921127.0,
      "count": 52
    },
    "corporations_other_businesses": {
      "raum": 19861.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "IL",
    "IN",
    "LA",
    "TX",
    "WI"
  ],
  "websites": [
    "https://facebook.com/MASUSFINANCIAL",
    "https://masusfinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174339",
  "city_as_filed": "BATAVIA",
  "url": "https://advisorcensus.com/firm/masus-financial-group-ltd-batavia-il-174339",
  "display_name": "Masus Financial Group, Ltd.",
  "summary": "Masus Financial Group, Ltd. is an SEC-registered investment advisory firm in Batavia, IL, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 19, 2026.",
  "citation": "AdvisorCensus. Masus Financial Group, Ltd. (CRD 174339): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Masus Financial Group, Ltd. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Masus Financial Group, Ltd. reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Masus Financial Group, Ltd. charge?",
      "a": "Its Form ADV Part 2A brochure dated May 19, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it); Hourly rate: $100 to $500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Masus Financial Group, Ltd. located?",
      "a": "Masus Financial Group, Ltd.'s principal office is in Batavia, IL, according to its Form ADV."
    },
    {
      "q": "Is Masus Financial Group, Ltd. registered with the SEC or a state?",
      "a": "Masus Financial Group, Ltd. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174339."
    },
    {
      "q": "How much does Masus Financial Group, Ltd. manage?",
      "a": "Masus Financial Group, Ltd. reports $190,630,230 in regulatory assets under management in its Form ADV filing dated May 19, 2026 (100% discretionary)."
    },
    {
      "q": "How have Masus Financial Group, Ltd.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Masus Financial Group, Ltd.: Regulatory assets under management: $145,737,235 in the October 2021 data and $190,630,230 in the October 2026 data, up 31%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Masus Financial Group, Ltd. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (244); high net worth individuals (52)."
    },
    {
      "q": "Which custodians does Masus Financial Group, Ltd. use?",
      "a": "Masus Financial Group, Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Masus Financial Group, Ltd. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174339"
    },
    {
      "q": "Does Masus Financial Group, Ltd. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 19, 2026 says: \"MFG generally does not impose a minimum size for establishing a relationship.\""
    },
    {
      "q": "What changed in Masus Financial Group, Ltd.'s recent Form ADV filings?",
      "a": "In the June 2026 filing data: Employees performing advisory functions went from 2 to 3."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 145737235.0,
      "total_employees": 3,
      "filing_date": "2021-02-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 162520112.0,
      "total_employees": 5,
      "filing_date": "2022-02-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 153044026.0,
      "total_employees": 5,
      "filing_date": "2023-02-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 165997475.0,
      "total_employees": 5,
      "filing_date": "2024-02-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 172433783.0,
      "total_employees": 5,
      "filing_date": "2025-01-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 190630230.0,
      "total_employees": 4,
      "filing_date": "2026-05-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $172,433,783 to $190,630,230 (+11%).",
        "Employees performing advisory functions went from 3 to 2."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in CA, IN, LA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $100 to $500 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Investment advisory fees typically range from 0.50% to 1.50% annually based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "MFG generally does not impose a minimum size for establishing a relationship."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 to $500 an hour (financial planning services)"
        ],
        "quotes": [
          "MFG also offers financial planning services as a separate engagement on an hourly basis. Hourly engagements range from $100 to $500 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.5,
        1.5
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 100.0,
          "max": 500.0,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "Investment advisory fees typically range from 0.50% to 1.50% annually based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor.",
      "MFG generally does not impose a minimum size for establishing a relationship.",
      "MFG also offers financial planning services as a separate engagement on an hourly basis. Hourly engagements range from $100 to $500 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/masus-financial-group-ltd-batavia-il-174339.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 244,
      "fewer_than_5": false,
      "raum": 86689242.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 52,
      "fewer_than_5": false,
      "raum": 103921127.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 19861.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174339",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}