Csp Financial Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated April 10, 2026, reports $119M in regulatory assets under management, 20 employees, 17 offices, and 777 accounts.
Assets Under Management
$119M
Employees
20
Offices
17 offices
Total Clients
317
Primary office
SCOTTSDALE, AZ
14300 NORTH NORTHSIGHT BLVD, SUITE 120, SCOTTSDALE, AZ, United States
Top client segmentIndividuals represent 89.0% of total clients.
Top client categories% of clientsClients
1
Individuals
89.0%
282
2
HNWI
9.5%
30
3
Pension Plans
1.6%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$119Mas of April 10, 2026
Discretionary100.0%
$119M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$119M
Total Accounts777
10Y AUM Change+$119M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee16:1
10Y Employee Change+1 (+5.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.