Consulting Services Group, LLC (Memphis)

Name: Consulting Services Group, LLC
Address: 6075 Poplar Ave, Memphis, TN, 38119
Telephone: 901-761-8080

Consulting Services Group, LLC is a large advisory firm based in Memphis. It manages $20.94 billion of regulatory assets for 63 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Louisiana, New York, Tennessee, and Texas.

Consulting Services Group provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and performance reporting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Consulting Services Group: assets under management

The assets under management (AUM) of Consulting Services Group, LLC is $20.94 billion. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $33.6 million in discretionary accounts and $20.9 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $33.6 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $337.14 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Consulting Services Group, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Consulting Services Group, LLC

Fred Joseph Hodges has been acting as President since 1 Jul 1999. Robert Alan Longfield joined the executive team most recently as the Chief Executive Officer / Csg Holdings, Llc.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kurt Austin Voldeng	Evp	1 Apr 1990	Other	2099561
Fred Joseph Hodges	Chairman	1 May 1990	Other	247394
Edgar Lee Giovannetti	Ceo	1 May 1990	Other	703597
Joe David Meals	Evp	1 May 1990	Other	1295902
Michael Anthony Robinson	Member	1 May 1990	Other	1481208
Brian L Jones	President	1 May 1990	Other	2153188
D. Canale & Co.	Member	1 Jul 1996	Other	62-0148650
Robert Alan Longfield	Evp	1 Oct 1997	Other	2099575
Miles Slocum Fortas	Evp / cfo	1 Aug 1998	Other	4348768
Kurt Austin Voldeng	Evp	1 Apr 1999	Other	2099561
Fred Joseph Hodges	Chairman	1 Jul 1999	Other	247394
Edgar Lee Giovannetti	President / ceo	1 Jul 1999	Other	703597
Joe David Meals	Evp / compliance officer	1 Jul 1999	Other	1295902
Miles Slocum Fortas	Evp / cfo	1 Jul 1999	Other	4348768
Michael Anthony Robinson	Member	1 Jul 1999	Other	1481208
D. Canale & Co.	Member	1 Jul 1999	Other	62-0148650
Brian L Jones	President	1 Jun 2003	Other	2153188
Edward Rudolph Balsmann	General counsel / chief compliance officer	1 Feb 2007	Other	2601042
Llc Csg Holdings	Member	1 Jan 2009	75% - 100%	26-3965980
Miles Slocum Fortas	Chief compliance officer	1 Jul 2010	Other	4348768
Robert Alan Longfield	Chief executive officer / csg holdings, llc	1 Apr 2012	Other	2099575

Indirect Owners

The SEC currently registers 14 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John D Canale	President	1 Jun 1962	25% - 50%	2228083
Christopher W Canale	Secretary	1 Jun 1962	25% - 50%	2498212
John D Canale Iii	Owner	1 Dec 2008	75% - 100%	2228083
Lp Jdc Investments	Owner	1 Dec 2008	25% - 50%	26-2482568
Inc. Canale Brothers	General partner	1 Dec 2008	Other	62-1808246
Christopher Webster Canale	Owner	1 Dec 2008	50% - 75%	2498212
John Dominic Canale Iii	Owner	1 Dec 2008	50% - 75%	2228083
D. Canale & Co.	Member	1 Jan 2009	25% - 50%	62-0148650
Christopher Webster Canale	Limited partner	1 Dec 2010	75% - 100%	2498212
Lp Cwc Family	Owner	1 Dec 2010	25% - 50%	27-4335738
Inc. Canale Brothers	General partner	1 Dec 2010	Other	62-1808246
Joseph Vincent Robinson	Member/elected manager	1 Apr 2012	Other	1973345
Michael Anthony Robinson	Member/elected manager	1 Apr 2012	Other	1481208
Kurt Austin Voldeng	Member/elected manager	1 Apr 2012	Other	2099561

Based in Memphis

The principal office where Consulting Services Group, LLC performs its advisory services is located at 6075 Poplar Ave, Memphis, TN 38119, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 901-761-8080 or by fax 901-682-4090. The normal business hours are 8:00 a.m. - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.csgllc.com.