SHUSTER ADVISORY GROUP, LLC
CRD #170233 SEC #801-106929 PASADENA, CA (626) 578-0816
SEC Registered
Total AUM
$7.9B
Discretionary
$7.8B
Employees
14
Clients
11
Accounts
884
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $7.9B | $7.8B | $90M | 14 | 2 |
| Jul 2025 | $7.9B | $7.8B | $90M | 14 | 2 |
| Apr 2025 | $7.9B | $7.8B | $90M | 14 | 2 |
| Mar 2025 | $6.3B | $6.2B | $70.1M | 14 | 2 |
| Nov 2024 | $6.3B | $6.2B | $70.1M | 12 | 2 |
| Oct 2024 | $6.3B | $6.2B | $70.1M | 11 | 2 |
| May 2024 | $6.3B | $6.2B | $70.1M | 11 | 2 |
| Apr 2024 | $6.3B | $6.2B | $70.1M | 11 | 2 |
| Mar 2024 | $6.3B | $6.2B | $70.1M | 11 | 2 |
| Dec 2023 | $4.4B | $4.3B | $69.6M | 11 | 3 |
| Oct 2023 | $4.4B | $4.3B | $69.6M | 11 | 3 |
| Sep 2023 | $4.4B | $4.3B | $69.6M | 11 | 3 |
| Jun 2023 | $4.4B | $4.3B | $69.6M | 12 | 3 |
| May 2023 | $4.4B | $4.3B | $69.6M | 12 | 3 |
| Apr 2023 | $4.4B | $4.3B | $69.6M | 12 | 3 |
| Apr 2023 | $4.4B | $4.3B | $69.6M | 13 | 3 |
| Mar 2023 | $4.4B | $4.3B | $69.6M | 13 | 3 |
| Feb 2023 | $4.4B | $3.8B | $662.3M | 13 | 0 |
| Sep 2022 | $4.4B | $3.8B | $662.3M | 12 | 0 |
| Apr 2022 | $4.4B | $3.8B | $662.3M | 11 | 0 |
| Mar 2022 | $4.4B | $3.8B | $662.3M | 10 | 0 |
| Mar 2022 | $3.6B | $3.3B | $350M | 10 | 0 |
| Mar 2022 | $3.6B | $3.3B | $350M | 10 | 0 |
| Mar 2021 | $3.6B | $3.3B | $350M | 10 | 0 |
| Dec 2020 | $2.3B | $1.8B | $495.7M | 13 | 0 |
| Oct 2020 | $2.3B | $1.8B | $495.7M | 13 | 0 |
| Sep 2020 | $2.3B | $1.8B | $495.7M | 13 | 0 |
| Jun 2020 | $2.3B | $1.8B | $495.7M | 13 | 0 |
| Mar 2020 | $2.3B | $1.8B | $495.7M | 13 | 0 |
| Mar 2019 | $27M | $27M | $0 | 11 | 79 |
| Oct 2016 | $307M | $0 | $307M | 8 | 26 |
| Apr 2016 | $307M | $0 | $307M | 6 | 26 |
| Apr 2016 | $307M | $0 | $307M | 6 | 26 |
| Mar 2016 | $307M | $0 | $307M | 5 | 26 |
| Nov 2015 | $215.6M | $0 | $215.6M | 1 | 0 |
| Nov 2015 | $215.6M | $0 | $215.6M | 1 | 0 |
| Nov 2015 | $215.6M | $0 | $215.6M | 1 | 0 |
DateNov 2025
Total AUM$7.9B
Discretionary$7.8B
Non-Disc.$90M
Employees14
Clients2
DateJul 2025
Total AUM$7.9B
Discretionary$7.8B
Non-Disc.$90M
Employees14
Clients2
DateApr 2025
Total AUM$7.9B
Discretionary$7.8B
Non-Disc.$90M
Employees14
Clients2
DateMar 2025
Total AUM$6.3B
Discretionary$6.2B
Non-Disc.$70.1M
Employees14
Clients2
DateNov 2024
Total AUM$6.3B
Discretionary$6.2B
Non-Disc.$70.1M
Employees12
Clients2
DateOct 2024
Total AUM$6.3B
Discretionary$6.2B
Non-Disc.$70.1M
Employees11
Clients2
DateMay 2024
Total AUM$6.3B
Discretionary$6.2B
Non-Disc.$70.1M
Employees11
Clients2
DateApr 2024
Total AUM$6.3B
Discretionary$6.2B
Non-Disc.$70.1M
Employees11
Clients2
DateMar 2024
Total AUM$6.3B
Discretionary$6.2B
Non-Disc.$70.1M
Employees11
Clients2
DateDec 2023
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$69.6M
Employees11
Clients3
DateOct 2023
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$69.6M
Employees11
Clients3
DateSep 2023
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$69.6M
Employees11
Clients3
DateJun 2023
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$69.6M
Employees12
Clients3
DateMay 2023
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$69.6M
Employees12
Clients3
DateApr 2023
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$69.6M
Employees12
Clients3
DateApr 2023
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$69.6M
Employees13
Clients3
DateMar 2023
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$69.6M
Employees13
Clients3
DateFeb 2023
Total AUM$4.4B
Discretionary$3.8B
Non-Disc.$662.3M
Employees13
Clients0
DateSep 2022
Total AUM$4.4B
Discretionary$3.8B
Non-Disc.$662.3M
Employees12
Clients0
DateApr 2022
Total AUM$4.4B
Discretionary$3.8B
Non-Disc.$662.3M
Employees11
Clients0
DateMar 2022
Total AUM$4.4B
Discretionary$3.8B
Non-Disc.$662.3M
Employees10
Clients0
DateMar 2022
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$350M
Employees10
Clients0
DateMar 2022
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$350M
Employees10
Clients0
DateMar 2021
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$350M
Employees10
Clients0
DateDec 2020
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$495.7M
Employees13
Clients0
DateOct 2020
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$495.7M
Employees13
Clients0
DateSep 2020
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$495.7M
Employees13
Clients0
DateJun 2020
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$495.7M
Employees13
Clients0
DateMar 2020
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$495.7M
Employees13
Clients0
DateMar 2019
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees11
Clients79
DateOct 2016
Total AUM$307M
Discretionary$0
Non-Disc.$307M
Employees8
Clients26
DateApr 2016
Total AUM$307M
Discretionary$0
Non-Disc.$307M
Employees6
Clients26
DateApr 2016
Total AUM$307M
Discretionary$0
Non-Disc.$307M
Employees6
Clients26
DateMar 2016
Total AUM$307M
Discretionary$0
Non-Disc.$307M
Employees5
Clients26
DateNov 2015
Total AUM$215.6M
Discretionary$0
Non-Disc.$215.6M
Employees1
Clients0
DateNov 2015
Total AUM$215.6M
Discretionary$0
Non-Disc.$215.6M
Employees1
Clients0
DateNov 2015
Total AUM$215.6M
Discretionary$0
Non-Disc.$215.6M
Employees1
Clients0