# 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.

- CRD: 338012
- Filed as: CSI GROUP ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Wall Township, NJ
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338012
- AdvisorCensus page: https://advisorcensus.com/firm/csi-group-advisors-llc-wall-township-nj-338012

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 15, 2026)

- Asset-based fee: up to 2.5% of assets a year (the maximum the brochure states)

> 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 brochure. Fees can differ by service and may be negotiable.

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Red Bank, NJ

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @robert-greco-csi

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CSI Group Advisors, LLC (CRD 338012): Form ADV filing data as of October 2026.