CSD FINANCIAL LLC

Overview

CSD Financial LLC is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm operates as a capital allocator for both individuals and families as well as institutional clients, combining fee-for-service advisory work with insurance brokerage. Its advisory offering includes financial planning, pension consulting and the selection of other advisers, which signals a practice that outsources or co-manages specialized strategies when appropriate. Investment activity shows a clear tilt toward pooled public vehicles—mutual funds and public funds are the dominant sleeve—while the firm also places client assets into insurance-based products and corporate debt. Fee arrangements are flexible: percentage of AUM, hourly engagements and fixed fees are all used depending on client needs. CSD Financial is not positioned as an ESG-driven allocator and does not present as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices