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| CSP Financial Group LLC
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|---|---|
| CRD # | 310819 |
| SEC # | 801-128346 |
| CIK # | 0001470315, 0001747794, 0000356037, 0002111080 |
| 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 | |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
CSP Inc /MA/ CSPI
Common Stock
|
2026-03-13 | Buy | 200 | $8.59 | 1,718 |
|
CSP Inc /MA/ CSPI
Common Stock
|
2026-03-12 | Buy | 500 | $8.58 | 4,290 |
|
CSP Inc /MA/ CSPI
Common Stock
|
2026-03-12 | Buy | 407 | $8.45 | 3,439 |
|
CSP Inc /MA/ CSPI
Common Stock
|
2026-03-11 | Buy | 300 | $8.45 | 2,535 |
|
CSP Inc /MA/ CSPI
Common Stock
|
2026-03-11 | Buy | 400 | $8.48 | 3,392 |
|
CSP Inc /MA/ CSPI
Common Stock
|
2026-03-11 | Buy | 400 | $8.50 | 3,400 |
|
CSP Inc /MA/ CSPI
Common Stock
|
2026-02-25 | Buy | 200 | $8.95 | 1,790 |
|
CSP Inc /MA/ CSPI
Common Stock
|
2026-02-25 | Buy | 200 | $8.92 | 1,784 |
|
CSP Inc /MA/ CSPI
Common Stock
|
2026-02-25 | Buy | 300 | $8.92 | 2,676 |
|
CSP Inc /MA/ CSPI
Common Stock
|
2026-02-25 | Buy | 500 | $8.80 | 4,400 |
|
CSP Inc /MA/ CSPI
Common Stock
|
2026-02-25 | Buy | 200 | $8.75 | 1,750 |
|
CSP Inc /MA/ CSPI
Common Stock
|
2026-02-25 | Buy | 100 | $8.70 | 870 |
|
CSP Inc /MA/ CSPI
Common Stock
|
2026-02-24 | Buy | 500 | $8.79 | 4,395 |
|
CSP Inc /MA/ CSPI
Common Stock
|
2026-02-24 | Buy | 500 | $8.72 | 4,360 |
|
CSP Inc /MA/ CSPI
Common Stock
|
2026-02-24 | Buy | 500 | $8.69 | 4,345 |
|
CSP Inc /MA/ CSPI
Common Stock
|
2026-02-19 | Buy | 112 | $9.18 | 1,028 |
|
CSP Inc /MA/ CSPI
Common Stock
|
2026-02-19 | Buy | 400 | $9.13 | 3,652 |
|
CSP Inc /MA/ CSPI
Common Stock
|
2026-02-18 | Buy | 1,300 | $9.20 | 11,960 |
|
CSP Inc /MA/ CSPI
Common Stock
|
2026-02-18 | Buy | 1,000 | $9.30 | 9,300 |
|
CSP Inc /MA/ CSPI
Common Stock
|
2026-02-18 | Buy | 800 | $9.12 | 7,296 |
| showing 20 of 200 most recent transactions | |||||
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