CSP Financial Group LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 310819
- Registered since
- July 14, 2023
- Website
- www.cspfinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI51.54%
- Individuals48.46%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
CSP Financial Group LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2023. The firm serves both individual and family clients as well as institutional clients and functions as a capital allocator. Its fee schedules include assets-under-management percentages as well as hourly and fixed-fee engagements. Core advisory capabilities highlighted in regulatory filings include financial planning, discretionary portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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 Funds94%
- Private Funds3%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Contacts
3 of 21
Craig Tompkins
Investment Advisor RepresentativeCRD 1729549
Douglas Miller
Investment Advisor RepresentativeCRD 1156146
Kai Jacobs
Investment Advisor RepresentativeCRD 7857135
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$116M in ETFs
1%
$1.5M
99%
$115M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $41M | 925,242 | 35.38% |
Location
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 14300 N Northsight Blvd
- Time zone
- MT (UTC-7)
- Office locations
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