SA
SHUSTER ADVISORY GROUP, LLC
SEC RegisteredPASADENA, CAhttps://sfgrpc.com(626) 578-0816
Assets Under Management
$5B–$25B
Employees
14
Office Locations
1 office
Total Accounts
1026
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance Companies
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 39 | $5.1M |
| High Net Worth Individuals | 153 | $588M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 71 | $977M |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
10 total clients reported on Form ADV.
Leadership
Mark Allan Shuster
MANAGING MEMBER
Cristopher Jon Borden
CHIEF INVESTMENT OFFICER
Carl Patrick Steinhilber
CHIEF OPERATIONS OFFICER
Office locations
1 office in 1 state
CA
PASADENAHQ
Advisors at this firm
5 advisors in the directory
Jay Scott Brewer
Investment Adviser Representative
Michael David Carlos Gonzalez
Investment Adviser Representative
Mark Shuster
Investment Adviser Representative
Carl Patrick Steinhilber
Investment Adviser Representative
Jonathan Taylor Young
Investment Adviser Representative
Regulatory & compliance
CRD number
#170233
SEC Number
801-106929
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
sfgrpc.comPhone
(626) 578-0816Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SHUSTER ADVISORY GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.