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SHUSTER ADVISORY GROUP, LLC

PASADENA, CA · CRD 170233 · IAPD ↗ · sfgrpc.com · (626) 578-0816

$10.32BRegulatory AUM
11Advisory reps
15Employees
10Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — SHUSTER ADVISORY GROUP, LLC reported RAUM up 30% ($7.91B -> $10.32B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — SHUSTER ADVISORY GROUP, LLC reported RAUM up 26% ($6.28B -> $7.91B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2025 — SHUSTER ADVISORY GROUP, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
80
April 2025 — SHUSTER ADVISORY GROUP, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
50
November 2024 — SHUSTER ADVISORY GROUP, LLC moved its main office from HONOLULU, HI to PASADENA, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
May 2024 — SHUSTER ADVISORY GROUP, LLC moved its main office from PASADENA, CA to HONOLULU, HI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
68
April 2024 — SHUSTER ADVISORY GROUP, LLC reported RAUM up 43% ($4.38B -> $6.28B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.