A complete list of active advisors currently associated with CSI Group Advisors, LLC

Warmer can help you find a great advisor at CSI Group Advisors, LLC or one who fits your needs even better.

CSI Group Advisors, LLC is an SEC‑registered investment manager formed in 2025 that provides investment management and comprehensive financial planning primarily for pooled or institutional mandates rather than a large base of individual retail clients. Its services include discretionary and non‑discretionary asset management, retirement rollover guidance and plan participant education, portfolio construction across public and private securities, and implementation of cash sweep programs for liquidity management. The firm constructs customized portfolios using asset allocation frameworks (including Modern Portfolio Theory) and a mix of mutual funds, ETFs, individual securities and alternative investments, with regular monitoring and rebalancing. Investment decision‑making combines fundamental, technical, behavioral and quantitative analyses and the firm has incorporated AI tools (for tasks such as AI‑assisted notetaking, algorithmic trading and predictive analytics) while maintaining human oversight and final fiduciary responsibility. CSI Group is distinctive for its close affiliation with related professional services: the sole owner holds law, CPA and IRS enrolled agent credentials, and the CSI Group family offers tax preparation and estate‑planning services, while some Investment Adviser Representatives also act as licensed insurance agents. Those legal, accounting and insurance linkages — and the firm’s disclosure of commission‑based insurance products, 1035 exchanges and solicitor/referral arrangements — are explicitly acknowledged as conflicts of interest and are managed through disclosure, supervisory policies and documented procedures.

To learn more about the advisors currently working at CSI Group Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.