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
- HNWI51.54%
- Individuals48.46%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
CSP Financial Group LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves individual and family clients as well as institutional accounts and acts as a capital allocator, meaning it directs client capital to external managers in addition to managing portfolios directly. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and client education through seminars and workshops. CSP charges a mix of fees, including a percentage of assets under management as well as hourly and fixed fees. The firm 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%
Contacts
3 of 21
Henry Luong
Financial AdvisorCRD 4034039
Mark Flanagan
Investment Advisor RepresentativeCRD 7065743
Michael Poole
Investment Advisor RepresentativeCRD 6338495
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$116M in ETFs
1%
$1.5M
99%
$115M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $41M | 925,242 | 35.38% |
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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