CSP Financial Group LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 310819
- Registered since
- July 14, 2023
- Website
- www.cspfinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals52.52%
- HNWI47.48%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
CSP Financial Group LLC is an independent registered investment adviser that began SEC registration in 2023. The firm is organized as an LLC and is owned by an individual principal. It describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, third-party manager selection, and educational seminars and workshops. Fee arrangements are flexible and include a percentage-of-AUM model alongside hourly, fixed-fee, and other billing structures. CSP does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Private Funds3%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$97.5M in ETFs
2%
$1.6M
98%
$96M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $41.7M | 937,971 | 42.75% |
Location
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 14300 N Northsight Blvd
- Time zone
- MT (UTC-7)
- Office locations
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