# Christensen Group Financial, LLC

> Christensen Group Financial, LLC is an SEC-registered investment advisory firm in Eden Prairie, MN, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 318144
- Filed as: CHRISTENSEN GROUP FINANCIAL, LLC
- Also doing business as: CHRISTENSEN GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Eden Prairie, MN
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318144
- AdvisorCensus page: https://advisorcensus.com/firm/christensen-group-financial-llc-eden-prairie-mn-318144

## Quick answers

**How is Christensen Group Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Christensen Group Financial, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Christensen Group Financial, LLC located?**
Christensen Group Financial, LLC's principal office is in Eden Prairie, MN, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Christensen Group Financial, LLC registered with the SEC or a state?**
Christensen Group Financial, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318144.

**How much does Christensen Group Financial, LLC manage?**
Christensen Group Financial, LLC reports $24,816,321 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Christensen Group Financial, LLC's assets and staff changed since 2022?**
In the Form ADV data for Christensen Group Financial, LLC: Regulatory assets under management: $1,689,102 in the October 2022 data and $24,816,321 in the October 2026 data, up 1369%. Total employees: 5 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Christensen Group Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (230); individuals (other than high net worth individuals) (25); high net worth individuals (15).

**Which custodians does Christensen Group Financial, LLC use?**
Christensen Group Financial, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Christensen Group Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318144

**What changed in Christensen Group Financial, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $18,515,437 to $24,816,321 (+34%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $24,816,321
- Discretionary: $24,816,321
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $5,577,201 |
| High net worth individuals | 15 | $19,239,120 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 230 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, MN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- San Antonio, TX

### Websites listed on Form ADV (Item 1.I)
- christensengroup.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $1,689,102 | 5 | August 26, 2022 |
| October 2023 | $4,720,424 | 5 | March 23, 2023 |
| October 2024 | $10,079,796 | 5 | March 20, 2024 |
| October 2025 | $18,515,437 | 6 | July 1, 2025 |
| October 2026 | $24,816,321 | 6 | March 27, 2026 |

Regulatory assets under management: $1,689,102 in the October 2022 data and $24,816,321 in the October 2026 data, up 1369%.
Total employees: 5 in October 2022 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $18,515,437 to $24,816,321 (+34%).

### January 2026
- No longer registered or notice-filed in IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Christensen Group Financial, LLC (CRD 318144): Form ADV filing data as of October 2026.