Overview
Assets Under Management: $119 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 30
Average Client Assets: $2.0 million
Frequently Asked Questions
CSP FINANCIAL GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310819), CSP FINANCIAL GROUP LLC is subject to fiduciary duty under federal law.
CSP FINANCIAL GROUP LLC is headquartered in SCOTTSDALE, AZ.
CSP FINANCIAL GROUP LLC serves 30 high-net-worth clients according to their SEC filing dated April 10, 2026. View client details ↓
According to their SEC Form ADV, CSP FINANCIAL GROUP LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
CSP FINANCIAL GROUP LLC manages $119 million in client assets according to their SEC filing dated April 10, 2026.
According to their SEC Form ADV, CSP FINANCIAL GROUP LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.54%
Average Client Assets: $2.0 million
Total Client Accounts: 777
Discretionary Accounts: 777
Regulatory Filings
CRD Number: 310819
Filing ID: 2093139
Last Filing Date: 2026-04-10 08:51:15