# Schulz Financial, LLC

> Schulz Financial, LLC is a state-registered investment advisory firm, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 126820
- Filed as: SCHULZ FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126820
- AdvisorCensus page: https://advisorcensus.com/firm/schulz-financial-llc-126820

## Quick answers

**How is Schulz Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Schulz Financial, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Schulz Financial, LLC registered with the SEC or a state?**
Schulz Financial, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 126820.

**How much does Schulz Financial, LLC manage?**
Schulz Financial, LLC reports $46,235,099 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Schulz Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (42); individuals (other than high net worth individuals) (4).

**Does Schulz Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/126820

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $46,235,099
- Discretionary: $46,235,099
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $2,021,523 |
| High net worth individuals | 42 | $44,213,576 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- greatwealth.com/houston-financial-advisor

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Schulz Financial, LLC (CRD 126820): Form ADV filing data as of October 2026.