CSG Wealth Management

CSG Wealth Management serves a small client base that the firm describes as primarily professional athletes, offering consulting (budgeting, debt management, tax-prep assistance), written financial planning, and investment management services. The brochure notes the firm had 17 clients and, as of December 31, 2025, did not manage client assets on a continuous and regular basis.

CSG takes a value-oriented investment approach, using both fundamental and technical analysis and typically favoring longer-term holdings while permitting shorter-term trading when appropriate; portfolios may be managed on a discretionary or non‑discretionary basis and are tailored to client objectives. For investment management the firm generally seeks a $250,000 account minimum (waivable) and relies on an institutional custodial platform to execute trades and deliver quarterly account statements rather than maintaining custody itself.

Distinctive operational features include the principal’s prior insurance licensure and the firm’s disclosure that, if the license is reactivated, disability insurance products could be sold (to clients and non‑clients) for customary commissions, with disclosure and suitability practices noted to mitigate that conflict. The brochure also discloses a 2018 regulatory order that imposed conditional registration and oversight; the firm reports it completed the required conditions by mid‑2020.