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RONALD RAY SCHULZE

Advisory

TX

Data as of Mar 28, 2026 · Source: SEC Form ADV

Rank in TX
#2,484
of 2,813 advisers by AUM
Average account
$331K
across 17 accounts
AUM per adviser
$6M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 28, 2026.

Total AUM
$6M
Discretionary %
100%
Clients
7
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$6M
Discretionary AUM$6M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients7
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

MAY TREE FINANCIAL PLANNING LLC
$6M
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$6M
GRAY FINANCIAL PLANNING LLC
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$6M
ACEEDA WEALTH MANAGEMENT, INC.
PLANO, TX
$6M
TAYLOR WILLIAMS PRIVATE WEALTH MANAGEMENT LLC
$6M
STERLING GROWTH INVESTMENTS, LLC
$6M

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