RIA Intel›Advisers›Pennsylvania›CSA FINANCIAL MANAGEMENT, INC.

CSA FINANCIAL MANAGEMENT, INC.

Advisory

PA

Data as of Jan 7, 2026 · Source: SEC Form ADV

Rank in PA

#1,142

of 1,528 advisers by AUM

Average account

$338K

across 98 accounts

AUM per adviser

$33M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 7, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$33M

Discretionary AUM$0

Non-Discretionary AUM$33M

Discretionary %0%

Total Clients70

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

70 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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