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 registered investment adviser formed as an LLC and registered with the SEC in 2023. The firm operates as a capital allocator and serves both individual/family and institutional clients. Its fee arrangements are flexible, including percentage-of-AUM billing alongside hourly, fixed-fee, and other charging structures. Core advisory services listed by the firm include comprehensive financial planning, portfolio management for individuals and small businesses, selection of third-party advisers, and delivery of educational seminars and workshops. The firm is not identified as an active ESG investor and is not listed as a pension consultant or related adviser.
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
$97.7M in ETFs
1%
$1.4M
99%
$96.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $34M | 874,504 | 34.79% |
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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