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CSP Financial Group LLC

CSP Financial Group LLC. CRD 310819

CSP Financial Group LLC logo

CRD: 310819

CSP Financial Group LLC

Scottsdale, AZ, 85260
4806009626
www.cspfinancialgroup.com/
$119.2M Total AUM
$119.2M Disc. AUM
-- 3Y CAGR
20 Employees
1,068 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Signal
Established Date
11-18-2020
Office Locations
16

Office Locations

14300 North Northsight Blvd Suite 120 Scottsdale AZ
-- -- --
-- Baltimore MD

About CSP Financial Group LLC

CSP Financial Group is a Scottsdale-based planning and investment firm serving individuals and families with personalized guidance across investments, retirement planning, estate strategy, and insurance/living benefits. The team brings 100+ years of combined experience and uses data-driven portfolio construction, often implemented with ETF-centric allocations alongside public fixed income, with custody through Charles Schwab.

Team overview

53 AVG AGE
$6.0M AVG AUM / ADVISOR
$111.6K AVG AUM / CLIENT
3.5 yrs AVG TENURE
20 Employees
20 Advisory Reps
20 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Crest delta Harbor ridge

Client Personas

Eagle vector

Custodian

Eagle Vertex legacy Wave Vertex focus North

Investment Themes

Matrix summit Vertex Harbor vector

Investment Vehicles

Vital optima

Platform

North quantum Ridge

Services

Beacon Oak Frontier harbor Timber quantum Frontier Atlas Crest element Beacon vector Quantum

Technology

Signal atlas

Owner & Executives

CHARLES ARTHUR PETTIT JR

CHARLES ARTHUR PETTIT JR

Chief Compliance Officer, Managing Member

CRD
#2488074
Ownership
75% or more
(386) 277-4000
vital.quantum@fusioncapital.com
in linkedin.com/in/unison-ridge

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Contacts

James Cossett Anderson IV

James Cossett Anderson IV

Investment Advisor Representative

CRD
#7409708
(478) 733-7858
capital.vital@timbercapital.com
in linkedin.com/in/matrix-pathway
Monica Michelle Boulter

Monica Michelle Boulter

Investment Advisor Representative

CRD
#7428047
(354) 971-3530
foundation.focus@primecapital.com
in linkedin.com/in/pioneer-timber
F

Fusion value

Signal fusion

CRD
#89436
(985) 343-4656
focus.atlas@pioneercapital.com
in linkedin.com/in/horizon-optima

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-18-2025
06-23-2026
Category Assets AVG. Account size
Discretionary $119,237,758 $153,459
Non-Discretionary $0 --
Total $119,237,758 $153,459

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Separately Managed Accounts

Total SMA Asset: $119,237,758

$119.2M Total SMA
Public Funds:
31.1%
Private Funds:
23.6%
Cash:
29.1%
Equity - Exchange:
16.2%
Asset class Assets Assets %
Public Funds $1,954,275,980 31.1%
Private Funds $1,482,987,561 23.6%
Cash $1,828,599,068 29.1%
Equity - Exchange $1,017,982,987 16.2%
Total $6,283,845,596 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
EMBER QUANTUM QUANTUM MATRIX Z1AYCKU7B FUL 6.10% $54,498,308
HARBOR CAPITAL TIMBER BEACON LEGACY O6PLWXDVB FWVB 8.66% $83,992,657
QUANTUM FOCUS ELEMENT TIMBER T2D0H33NO GCBR 6.54% $107,802,373
EAGLE VERTEX DELTA CREST PATHWAY SB48CAW8H DHVQ 12.48% $29,757,950
ALPHA GLACIER VECTOR TIMBER 0X9O3IG9H NWZJZ 4.93% $11,616,938
QUANTUM CREST HORIZON VALUE EMBER 2F92ZW4H6 JEPBG 2.09% $26,572,304
MERIDIAN MERIDIAN RIDGE HORIZON EAGLE DBW5J6XFY UBD 1.46% $113,646,229
LEGACY TIMBER PEAK NORTH UNISON 5GZHU8FRF VESZC 11.56% $66,221,732

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