CSA FINANCIAL MANAGEMENT, INC.

CSA FINANCIAL MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 123316). Regulatory assets under management: $33.2M.

Registration

• CRD: 123316
• Type: Registered investment adviser
• Phone: 717-497-0181
• Latest filing: 2026-01-07
• Regulatory AUM: $33.2M
• Non-discretionary AUM: $33.2M
• Clients: 1
• Accounts: 98

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123316 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search