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| CSP Financial Group LLC
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| CRD # | 310819 |
| SEC # | 801-128346 |
| CIK # | 0000356037, 0002111080, 0001470315, 0001747794 |
| AUM | 119.2 M (2026-06-23) |
| Employees | 20 (100% Investors, 0% Brokers) |
| Phone | 480-600-9626 |
| Address | 14300 North Northsight Blvd Scottsdale, AZ 85260 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 282 | 57.8 |
| (b) Individuals (high net worth individuals) | 30 | 61.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 777 | 119.2 |
| By Discretionary | ||
| Discretionary | 777 | 119.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 777 | 119.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.2 | |
| Total | 777 | 119.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0000356037] | |
| 10-Q | [0000356037] | |
| 3 | [0000356037] | |
| 4 | [0000356037] | |
| 5 | [0000356037] | |
| 8-K | [0000356037] | |
| SC 13D | [0000356037] | |
| SC 13G | [0000356037] | |
| D | [0001470315] | |
| 3 | [0001747794] | |
| 4 | [0001747794] | |
| 13F-HR | [0002111080] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 751 |
| Serves | Institutional, Retail, Research |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| CSP Inc /MA/ | |
| Nerges Joseph R | |
| Folger Anthony | |
| Azeri Ismail | |
| Webber Stephen J. | |
| Levine Gary W | |
| Dellovo Victor | |
| Southwell Gary | |
| James C Shelton | |
| Smith Marilyn T | |
| View All | |
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|---|---|---|
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Sentara Capital LLC
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Boulevard Wealth Management Inc
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Redeem Financial Group LLC
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Hudson Financial Services Inc
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Pinnacle Wealth Management Partners Inc
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Vanderpol Investments LLC
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MI | 118.1 M |
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South Shore Investment Services LLC
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MA | 117.9 M |
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Willamette Financial Advisors LLC
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CIRO Capital LLC
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