Caishen Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Caishen Financial (doing business as Grand Investment Group LLC) is a registered investment adviser that states it serves pooled and institutional clients as well as individuals, high‑net‑worth clients, corporations and other business entities. The firm offers discretionary portfolio management and standalone financial planning and consulting services described in its Form ADV.
Its investment approach is described as discretionary portfolio management that may use model portfolios from unaffiliated managers and a range of analytical techniques, including charting, technical and fundamental analysis, cyclical analysis and modern portfolio theory. The brochure also discloses use of derivatives, options, futures, structured products and margin trading, and states that tax efficiency is not a primary consideration in portfolio management.
Distinctive features in the filing include that the firm is newly registered and reports no assets under management or current client accounts, and operates as a small, single‑advisor practice. The brochure also discloses other business activities by the principal (restaurant operations and licensed real‑estate activity) and a routine requirement that clients direct brokerage to a limited set of custodians (Altruist, TD Ameritrade, Vanguard), each of which the firm notes could affect conflicts of interest or execution considerations.
Client services
Expertise
Fee options
Financial planning and consulting fees generally range from $250 to $1,500, negotiable
0.25% to 1.5%, negotiable based on client circumstances and portfolio factors
Fee-only: Fixed fees for financial planning and consulting services ranging from $250 to $1,500, negotiable
Main office
7700 Windrose Ave
Plano TX 75024
Advisors at this office
1
Most active in
Texas
Also doing business as
Caishen Financial · Grand Investment Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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