Investment adviser · CRD 310819
CSP FINANCIAL GROUP LLC
Investment adviser filing (IA)
SCOTTSDALE, AZ, United States · Form ADV filed Sep 11, 2026
- Regulatory AUM
- $151M Form ADV · Item 5.F
- Client accounts
- 1,008 Accounts, not individual clients
- Employees
- 21 Reported in this filing
- Advisory professionals
- 21 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 346 | $79,062,026 | 52.5% |
| High-net-worth individuals | 46 | $71,488,552 | 47.5% |
| Retirement plans | 5 | $0 | 0.0% |
Filing source
Form ADV 2130741 · Sep 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
14300 NORTH NORTHSIGHT BLVD, SUITE 120SCOTTSDALE, AZ, 85260, United States
CRD 310819
Filing source
Form ADV 2130741 · Sep 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.