Csi Group Advisors, Llc
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 338012
· SEC file 801-134411
· Wall Township, NJ
· www.linkedin.com
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ADV data as of Jul 15, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 7
AUM over time
$0
$0
Aug 23, 2025
Jul 15, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Patrick Campbell | Registered representative | CFP Chartered Financial Consultant | Nov 2025 (1y) | |
| Garrett Joseph Greco | Registered representative | Jan 2026 (1y) | ||
| James Peter Greco | Registered representative | Jan 2026 (1y) | ||
| Jeffery J. Quinn | Registered representative | Jan 2026 (1y) | ||
| Joseph Maniscalco | Registered representative | Jan 2026 (1y) | ||
| Robert Michael Greco | Registered representative | Jan 2026 (1y) | ||
| Kyle Patrick Piper | Registered representative | Feb 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗