# Masus Financial Group, Ltd.

> 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.

- CRD: 174339
- Filed as: MASUS FINANCIAL GROUP, LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Batavia, IL
- Filing period: October 2026
- Form ADV filing dated: May 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174339
- AdvisorCensus page: https://advisorcensus.com/firm/masus-financial-group-ltd-batavia-il-174339

## Quick answers

**How is Masus Financial Group, Ltd. compensated?**
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.

**How much does Masus Financial Group, Ltd. charge?**
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.

**Where is Masus Financial Group, Ltd. located?**
Masus Financial Group, Ltd.'s principal office is in Batavia, IL, according to its Form ADV.

**Is Masus Financial Group, Ltd. registered with the SEC or a state?**
Masus Financial Group, Ltd. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174339.

**How much does Masus Financial Group, Ltd. manage?**
Masus Financial Group, Ltd. reports $190,630,230 in regulatory assets under management in its Form ADV filing dated May 19, 2026 (100% discretionary).

**How have Masus Financial Group, Ltd.'s assets and staff changed since 2021?**
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.

**What types of clients does Masus Financial Group, Ltd. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (244); high net worth individuals (52).

**Which custodians does Masus Financial Group, Ltd. use?**
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.

**Does Masus Financial Group, Ltd. report any disciplinary disclosures?**
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

**Does Masus Financial Group, Ltd. state an account minimum?**
Its Form ADV Part 2A brochure dated May 19, 2026 says: "MFG generally does not impose a minimum size for establishing a relationship."

**What changed in Masus Financial Group, Ltd.'s recent Form ADV filings?**
In the June 2026 filing data: Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated May 19, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> 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.

- Account minimum: None

> MFG generally does not impose a minimum size for establishing a relationship.

- Hourly rate: $100 to $500 an hour (financial planning services)

> MFG also offers financial planning services as a separate engagement on an hourly basis. Hourly engagements range from $100 to $500 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $190,630,230
- Discretionary: $190,630,230
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 244 | $86,689,242 |
| High net worth individuals | 52 | $103,921,127 |
| Corporations or other businesses not listed above | Fewer than 5 | $19,861 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2015 (11 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, FL, IL, IN, LA, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- masusfinancial.com
- Facebook @MASUSFINANCIAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $145,737,235 | 3 | February 26, 2021 |
| October 2022 | $162,520,112 | 5 | February 23, 2022 |
| October 2023 | $153,044,026 | 5 | February 24, 2023 |
| October 2024 | $165,997,475 | 5 | February 21, 2024 |
| October 2025 | $172,433,783 | 5 | January 31, 2025 |
| October 2026 | $190,630,230 | 4 | May 19, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 2 to 3.

### March 2026
- Regulatory assets under management went from $172,433,783 to $190,630,230 (+11%).
- Employees performing advisory functions went from 3 to 2.

### December 2025
- Registered or notice-filed in CA, IN, LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Masus Financial Group, Ltd. (CRD 174339): Form ADV filing data as of October 2026.