Csp Financial Group LLC
Csp Financial Group LLC is an SEC-registered mass-market adviser in Scottsdale, AZ with $119.2M assets under management (AUM, regulatory AUM), +293% over one year. See who owns Csp Financial Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310819, SEC 801-128346, data through 2026-06-23.
- AUM (assets under management / regulatory AUM)
- $119.2M (2026-06-23)
- Firm type
- Mass-Market Adviser
- Location
- Scottsdale, AZ
- Employees
- 20
- Clients
- 317
- CRD
- 310819
- Ownership
- PETTIT, CHARLES, ARTHUR
How much AUM does Csp Financial Group LLC have?
Csp Financial Group LLC reported $119.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-23).
Who owns Csp Financial Group LLC?
Disclosed owners and executives of Csp Financial Group LLC include PETTIT, CHARLES, ARTHUR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.