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- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-23-2024
- Office Locations
- 2
Office Locations
About CSG Financial
CSG Financial is an independent, fee-only fiduciary RIA providing comprehensive financial planning and ongoing portfolio guidance for executives and professionals, business owners, and pre-retirees/retirees. The firm emphasizes flexible planning and does not impose asset minimums. CSG Financial has been featured in outlets including The Wall Street Journal and CBS News.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 78 clients, or 26 clients per representative. That equates to $201.9K in reported AUM per client.
The profile lists 2 reported office locations and 2 years in operation. The source data was last updated on February 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full CSG Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Steven Patrick Calio
Chief Compliance Officer, Chief Executive Officer, Co-founder
- CRD
- #7158222
- Ownership
- 25% but less than 50%
Zachary Joseph Stone
Chief Financial Officer
- CRD
- #7159317
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,751,469 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,751,469 | -- |
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Separately Managed Accounts
SMA allocation detail is available
CSG Financial has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.