RIA Intel›Advisers›Delaware›CSG FINANCIAL LLC

CSG FINANCIAL LLC

Advisory

DOVER, DE

Data as of Feb 24, 2026 · Source: SEC Form ADV

Average account

$116K

across 136 accounts

AUM per adviser

$5M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients62

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDE, NY, PA

Succession Risk

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

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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

62 clients

4 high-net-worth

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

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Advisers of similar size in DE

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

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FOUR SEASONS INVESTMENT MANAGEMENT LLC

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