CSG FINANCIAL

RIASEC Registered

Total AUM

$15.8M

Discretionary

$15.8M

100% of AUM

Avg account

$116K

Accounts

136

Employees

Advisory reps

Firm details

Headquarters: DOVER, Delaware
CRD number: 330894
Custodians: CHARLES SCHWAB & CO., INC., BETTERMENT
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals59.12%
HNWI40.88%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

CSG Financial is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm positions itself as a capital allocator and provides both portfolio management and financial planning. Its advisory menu includes discretionary portfolio management for individuals and small businesses, portfolio services for institutions, selection of other advisers, and pension consulting support. Fee arrangements combine percentage-of-AUM billing with fixed fees. Investment activity centers on publicly offered pooled vehicles—mutual funds and similar public funds—while the firm also allocates to private-market and hedge fund strategies through third-party managers. CSG Financial is not an active ESG investor and operates with a relatively concentrated client roster, which supports hands-on relationship management and individualized portfolio construction.