Csp Financial Group LLC
● SEC registered since 2023CRD 310819SEC# 801-128346Scottsdale, AZ
Reg. AUM
$150.6M
Employees
21
Accounts
1,008
Location
Scottsdale, AZ
About Csp Financial Group
CSP Financial Group offers comprehensive financial planning spanning retirement, legacy, and portfolio management. It follows an academic-based investment philosophy and provides ongoing coaching through a personalized planning process.
Summary based on the firm’s website.
Csp Financial Group LLC assets under management
Csp Financial Group LLC is a registered investment adviser overseen by the SEC based in Scottsdale, AZ. The firm has been registered since 2023. It reports $150.6 million in regulatory assets under management and employs 21 people.
Csp Financial Group LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Arthur Pettit Control | Managing Member & Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Csp Financial Group LLC manage?
Csp Financial Group LLC reports $150.6 million in regulatory assets under management on its Form ADV.
How many employees does Csp Financial Group LLC have?
Csp Financial Group LLC reports 21 employees.
Where is Csp Financial Group LLC located?
Csp Financial Group LLC is based in Scottsdale, AZ and has been SEC-registered since 2023.
Does Csp Financial Group LLC disclose fund performance?
Csp Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14300 North Northsight Blvd, Suite 120, Scottsdale, AZ 85260 |
| Phone | 480-600-9626 |
| Fax | 240-331-0849 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2111080 |
| Discloses disciplinary history | No |
Regulatory AUM
$150.6M▲ 396%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,389 advisers
EmployeesTop 23%
More than 77% of 16,799 advisers
Assets under management
$150.6Mregulatory AUM
Discretionary $150.6M