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CSI Group Advisors, LLC
Filed as CSI GROUP ADVISORS, LLC
CSI Group Advisors, LLC is an SEC-registered investment advisory firm in Wall Township, NJ, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.
Quick answers
From the filingHow is CSI Group Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), CSI Group Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.
How much does CSI Group Advisors, LLC charge?
Its Form ADV Part 2A brochure dated July 15, 2026 states: Asset-based fee: up to 2.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is CSI Group Advisors, LLC located?
CSI Group Advisors, LLC's principal office is in Wall Township, NJ, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is CSI Group Advisors, LLC registered with the SEC or a state?
CSI Group Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: 120-Day Approval. CRD 338012.
How much does CSI Group Advisors, LLC manage?
CSI Group Advisors, LLC reports $0 in regulatory assets under management in its Form ADV filing dated July 15, 2026.
Does CSI Group Advisors, 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/338012
What changed in CSI Group Advisors, LLC's recent Form ADV filings?
In the March 2026 filing data: Added an office in Red Bank, NJ.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 2.5% of assets a year (the maximum the brochure states)
The brochure's wording
Fees are paid monthly, in advance, as indicated in the asset management engagement agreement, not to exceed 2.50%.
Fees are negotiable based on the scope and complexity of the services to be provided, the level of assets to be managed, the time and expertise required, as well as the overall relationship with the client.
As stated in the firm's Form ADV Part 2A brochure dated July 15, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated July 15, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2025 (1 year)
- Employees
- Total: 7. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the August 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- March 2026
- Added an office in Red Bank, NJ.
- February 2026
- Employees performing advisory functions went from 1 to 5.
- December 2025
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. CSI Group Advisors, LLC (CRD 338012): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/csi-group-advisors-llc-wall-township-nj-338012