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CSP FINANCIAL GROUP LLC

SCOTTSDALE, AZ · CRD 310819 · IAPD ↗ · cspfgllc.com · 480-600-9626

$150.6MRegulatory AUM
21Advisory reps
21Employees
751Clients
1-10Planning clients
0Private funds
32States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — CSP FINANCIAL GROUP LLC notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
October 2026 — CSP FINANCIAL GROUP LLC reported RAUM up 26% ($119.2M -> $150.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
May 2026 — CSP FINANCIAL GROUP LLC added office(s): 16 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
April 2026 — CSP FINANCIAL GROUP LLC notice-filed in DE, MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2026 — CSP FINANCIAL GROUP LLC added office(s): 1 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — CSP FINANCIAL GROUP LLC reported RAUM up 293% ($30.3M -> $119.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
December 2025 — CSP FINANCIAL GROUP LLC notice-filed in AR, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
May 2024 — CSP FINANCIAL GROUP LLC notice-filed in IL, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
February 2024 — CSP FINANCIAL GROUP LLC notice-filed in NJ, PA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.