Schulz Financial Group: new SEC registration, $115M AUM, Tucson, AZ
Schulz Financial Group (Tucson, Arizona): new SEC registration, $115M AUM, Tucson, AZ. Its amount of 115 is below the median of 134 (31st percentile). Dated 302 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 115 · 31th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 25 related AZ NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Schulz Financial Group |
| Legal name | Five Speed Financial Planning LLC |
| CRD | 339660 |
| Status | Approved |
| Registered with the SEC | 2026-01-06 |
| Latest Form ADV filing | 2026-08-28 |
| Location | Tucson, AZ, United States |
| Regulatory AUM | $114,881,655 |
| Accounts | 493 |
| Employees | 4 |
| Website | https://www.schulzfinancialgroup.com/ |
| amount percentile | 31th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (26 AZ records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Schulz Financial Group
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Free first: a 10-record sample of AZ records
See the real columns before you buy. One confirmation email, nothing else unless you opt in.
Unlock Schulz Financial Group + all 26 AZ records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-06
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (AZ first): Asset Growth Solutions, LLC · Numerixs Investment Technologies INC · 345 Investment Advisory, LLC · Family Office Investment Advisory LLC · Arcwood Financial, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Schulz Financial Group and 26 Arizona peers
- Arizona NewRiaPulse records like this one: 26
- Schulz Financial Group's amount: 31st percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Arizona peer: $5,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $115M under management.
- Website on file.
What is the NewRiaPulse record for Schulz Financial Group in Tucson, Arizona?
Schulz Financial Group received SEC registration as an investment adviser (2026-01-06) with $114,881,655 in regulatory assets under management, based in Tucson, AZ.
How does Schulz Financial Group compare to other Arizona NewRiaPulse records?
Its amount of 115 is below the median (31th percentile); smaller records often move faster and face less competition. It is 302 days old; check the official source for later updates before acting.
Schulz Financial Group vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date | Compare |
|---|---|---|---|---|---|
| Schulz Financial Group | Tucson, AZ | 115 | 31st | 2026-01-06 | This record |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | View record → | |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 | View record → |
| Endeavor Advisors LLC | Phoenix, AZ | 114 | 30th | 2026-09-14 | Compare Schulz Financial Group vs Endeavor Advisors LLC → |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Arizona NewRiaPulse: Approved
Cross-dataset signals in Arizona
More Arizona public-record feeds
Newly Funded Companies Likely to Hire in Arizona New Grants by Vendor Procurement Need in Arizona Group Practices & Clinics from the NPI Registry in Arizona New MSHA Citations at Mines & Quarries by State in Arizona New FDA PMA Device, NDA, Generic (ANDA), BLA & Drug Supplement Approvals by Sponsor in Arizona Bank Branch Openings, Closings & Mergers by State in Arizona Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in Arizona New, Terminating & Large 401(k) Plans from Form 5500 Filings in Arizona
How to monitor Schulz Financial Group and peer approved records
Get new NewRiaPulse records like Schulz Financial Group by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.