CSI Group Advisors, LLC

Overview

CSI Group Advisors, LLC is an SEC-registered limited liability company that provides financial planning and portfolio management services targeted to individuals and small businesses. The firm charges fees as a percentage of assets under management and is identified as an individually owned adviser. It is not flagged as an active ESG investor and is not listed as a multi-state adviser, though registration data shows an SEC registration year of 2025. The firm reports advisory activity focused on financial planning and discretionary portfolio management. Industry relationships include affiliations with accountants, law firms, and insurance companies, which suggests a networked approach to client servicing that may support tax, legal and insurance needs alongside investment oversight.

Assets & Accounts

Investments & Alternatives

Location & Offices