Csa Financial Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$33,172,975
Clients
70
0% high-net-worth
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
70
Very HighAverage account size
$473,900
About
CSA Financial Management provides asset management and financial planning services to individuals (including high‑net‑worth clients), trusts and estates, reporting roughly $33.2 million in assets under management for about 70 clients. The firm delivers investment recommendations and ongoing portfolio oversight while custodial and trade execution services are provided through Schwab Institutional.
The firm emphasizes strategic asset allocation implemented primarily with mutual funds and ETFs, a long‑term buy‑and‑hold orientation, and periodic suitability reviews documented at least annually. Unlike most independent advisers, client accounts are managed on a non‑discretionary basis—transactions are executed only with client approval—so clients retain decision authority over trades.
Notable operational features include an explicit policy to avoid conflicts of interest (stating its sole revenue source is a flat asset‑management fee and that it does not engage in revenue‑sharing or similar arrangements) and formal procedures for annual compliance and personal trading reviews. The adviser also shares ownership, management and office resources with an affiliated accounting and tax‑preparation firm and receives compensation for accounting and tax services provided through that affiliated entity.
Client services
Portfolio management
Expertise
Income planning
Annuities
General tax planning
Fee options
Negotiable, generally ranging from 0.25% to 1.00% annually
Main office location
Csa Financial Management, Inc.
Hummelstown PA, United States
Number of offices
1
Most active in
Csa Financial Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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.
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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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