CSP FINANCIAL GROUP LLC

Overview

CSP Financial Group LLC is an independent, owner-operated Registered Investment Adviser that began SEC registration in 2023. The firm serves both individual/family and institutional clients and functions as a capital allocator, directing client capital to third-party managers when appropriate. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and client education through seminars and workshops. Fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee options. The firm's regulatory filing indicates it is not an active ESG investor. Although the ADV lists it as not being a multi-state adviser, CSP Financial Group maintains a small network of offices in multiple states.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices