CSG FINANCIAL

CSG FINANCIAL of DOVER, DE is an SEC-registered investment adviser (CRD 330894). Regulatory assets under management: $15.8M.

Registration

• CRD: 330894
• Type: Registered investment adviser
• Location: 3980 NORTH DUPONT HIGHWAY, DOVER, DE, 19901
• Phone: (302) 678-8701
• Latest filing: 2026-02-24
• Regulatory AUM: $15.8M
• Discretionary AUM: $15.8M
• Clients: 3
• Accounts: 136

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330894 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search