CSI GROUP ADVISORS, LLC

Overview

CSI Group Advisors, LLC is organized as a limited liability company and operates as a fee-based investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges advisory fees as a percentage of assets under management and positions itself to allocate client capital across both traditional pooled vehicles and third‑party alternative managers. It does not identify as an active ESG investor, and its stated business activities center on individual and small-business portfolios rather than institutional pension consulting or capital allocation on behalf of outside managers. Investment activity emphasizes manager selection and use of external fund sponsors. The firm lists relationships with accountants, law firms, and insurance companies as industry affiliations, which suggests a referral network and a client base that may include business owners and clients seeking integrated planning services. The inclusion of digital currency among its alternative allocations indicates a willingness to provide crypto exposure alongside more established alternative strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices