C
CSG Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
17
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
17
Average account size
$0
About
CSG Wealth Management primarily serves professional athletes and other individual and high‑net‑worth clients, offering consulting (including budgeting, debt management, tax‑preparation support and business advice), financial planning, and discretionary or non‑discretionary portfolio management. The firm prepares tailored written financial plans and provides investment recommendations across equities, bonds, mutual funds and ETFs.
The firm combines fundamental and technical analysis with a value‑oriented investment approach that generally favors longer‑term holdings while retaining the flexibility for shorter‑term trading, rebalancing, or cash needs. Client assets are custodied through a digital platform partner and the brochure notes that, as of December 31, 2024, the firm did not manage assets on a continuous and regular basis.
Distinctive features include the principal’s past and potential future involvement in insurance sales — the brochure discloses that an insurance license may be reactivated and that disability insurance may be offered for commission, which is identified as a potential conflict of interest. The firm also discloses a 2018 state securities order alleging compliance and recordkeeping deficiencies, and notes that it completed the required remediation and oversight period in 2020.
Client services
Financial planning
Portfolio management
Consulting services
Expertise
Debt management
Cash flow / budgeting
Occupation focus
Professional Athlete
Fee options
Financial planning fixed fee minimum $500, negotiable based on complexity.
$0 - $999,999: 1.25% $1,000,000+: 1.00%
$125/hour for additional consulting; $250/hour for financial planning upon termination if not yet paid.
Account minimum: $250,000
Main office location
CSG Wealth Management
Mcdonough GA, United States
Number of offices
2
Most active in
CSG Wealth Management has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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