# CSP Financial Group

CSP Financial Group is an Asset Manager based in Scottsdale, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Scottsdale, United States
- **Region:** North America
- **Address:** Scottsdale, AZ, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** cspfinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/csp-financial-group

## Regulatory record

- **CRD number:** 310819
- **SEC file number:** 801-128346
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-10T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310819

## About

CSP Financial Group was established in 2020 as a wealth manager based in Arizona. It offers portfolio analysis, financial planning, and pension planning. The firm serves individuals, high-net-worth individuals, charitable organizations, and corporations or business entities. No specific asset classes, portfolio companies, or geographic deployments beyond the headquarters are disclosed in available records. No recent operational events from the last 24 months are recorded. Team size, additional offices, and adjacent vehicles remain undisclosed.

## Questions

### Who runs investment decisions at CSP Financial Group?

No named principals or investment decision makers are disclosed in available sources.

### What services does CSP Financial Group provide?

The firm provides portfolio analysis, financial planning, and pension planning.

### Which clients does CSP Financial Group serve?

CSP Financial Group serves individuals, high-net-worth individuals, charitable organizations, and corporations or business entities.

## Related profiles

- [CSP DAO](https://altss.com/profile/csp-dao)
- [CS Planning](https://altss.com/profile/cs-planning)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/csp-financial-group

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