CSG Financial
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
FINTRXOverview
CSG Financial is an independent RIA organized as an LLC and owned by an individual. The firm focuses on advising individuals and families through a mix of financial planning and discretionary portfolio management. Its advisory services extend to small businesses and institutional/business clients and include pension consulting and the selection of outside advisers. Fee arrangements are a mix of percentage-of-AUM and fixed fees. The firm identifies itself as a capital allocator, indicating an active role in directing client capital into third‑party managers and fund vehicles.
Assets & Accounts
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 Funds79%
- Exchange Traded Equities20%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dover, DE
Kent
Location
Dover, DE
Headquartered in Dover, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- Kent
- Address
- 3980 N Du Pont Hwy
- Time zone
- ET (UTC-5)
- Office locations
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