Caishen Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Caishen Financial (doing business as Grand Investment Group LLC) is a registered investment adviser that states it serves pooled and institutional clients as well as individuals, high‑net‑worth clients, corporations and other business entities. The firm offers discretionary portfolio management and standalone financial planning and consulting services described in its Form ADV.
Its investment approach is described as discretionary portfolio management that may use model portfolios from unaffiliated managers and a range of analytical techniques, including charting, technical and fundamental analysis, cyclical analysis and modern portfolio theory. The brochure also discloses use of derivatives, options, futures, structured products and margin trading, and states that tax efficiency is not a primary consideration in portfolio management.
Distinctive features in the filing include that the firm is newly registered and reports no assets under management or current client accounts, and operates as a small, single‑advisor practice. The brochure also discloses other business activities by the principal (restaurant operations and licensed real‑estate activity) and a routine requirement that clients direct brokerage to a limited set of custodians (Altruist, TD Ameritrade, Vanguard), each of which the firm notes could affect conflicts of interest or execution considerations.
Client services
Financial planning
Portfolio management
Financial consulting
Expertise
Active portfolio management
Options & derivatives strategies
ESG / Sustainable investing
Fee options
Financial planning and consulting fees generally range from $250 to $1,500, negotiable
0.25% to 1.5%, negotiable based on client circumstances and portfolio factors
Fee-only: Fixed fees for financial planning and consulting services ranging from $250 to $1,500, negotiable
Main office location
Caishen Financial
7700 Windrose Ave
Plano TX 75024, United States
Number of offices
1
Most active in
Caishen Financial has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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