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- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Focus matrixBridge +more
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
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%
Focus meridian
Vector vital momentum
- CRD
- #69848
- Ownership
- 8.8%
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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
Total SMA Asset: $15,751,469
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,363,535,829 | 52.2% |
| Equity - Exchange | $2,624,808,909 | 31.4% |
| Cash | $1,370,919,302 | 16.4% |
| Total | $8,359,264,040 | 100.0% |