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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 10b 100b

CONSULTING SERVICES GROUP, LLC

CRD 107048

MEMPHIS, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4e4847af-be71-8add-cdae-bec7965475be

Data as of Apr 1, 2013 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 0
On other graphs: 0
Observed: Feb 1, 2012 to Apr 1, 2013
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $21BItem 5.F on the latest filing (2013-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $33.6M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 22
Advisory employees: 17
Accounts: 63
Custody, client assets: $0
SEC number: 801-36806
CRD: 107048
Filings on the tape: 15
First filed: Feb 1, 2012
Latest filed: Apr 1, 2013
Organised: Limited Liability Company, Tennessee

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CANALE BROTHERS, INC.	GENERAL PARTNER	F	yes	12/2010	Feb 1, 2012	Apr 1, 2013
CANALE BROTHERS, INC.	GENERAL PARTNER	F	yes	12/2008	Feb 1, 2012	Apr 1, 2013
CANALE III, JOHN, DOMINIC	Owner	D	yes	12/2008	Feb 1, 2012	Apr 1, 2013
CANALE III, JOHN, DOMINIC	Owner	E	yes	12/2008	Feb 1, 2012	Apr 1, 2013
CANALE, CHRISTOPHER, WEBSTER	Owner	D	yes	12/2008	Feb 1, 2012	Apr 1, 2013
CANALE, CHRISTOPHER, WEBSTER	LIMITED PARTNER	E	yes	12/2010	Feb 1, 2012	Apr 1, 2013
CSG HOLDINGS, LLC	Member	E	yes	01/2009	Feb 1, 2012	Apr 1, 2013
CWC FAMILY, LP	Owner	C	yes	12/2010	Feb 1, 2012	Apr 1, 2013
D. CANALE & CO.	Member	C	yes	01/2009	Feb 1, 2012	Apr 1, 2013
FORTAS, MILES, SLOCUM	CHIEF COMPLIANCE OFFICER	Na	yes	07/2010	Feb 1, 2012	Apr 1, 2013
JDC INVESTMENTS, LP	Owner	C	yes	12/2008	Feb 1, 2012	Apr 1, 2013
JONES, BRIAN, L	President	Na	yes	06/2003	Feb 1, 2012	Apr 1, 2013
LONGFIELD, ROBERT, ALAN	CHIEF EXECUTIVE OFFICER / CSG HOLDINGS, LLC/ MEMBER-ELECTED MANAGER	Na	yes	04/2012	May 24, 2012	Apr 1, 2013

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2012	Apr 1, 2013	$21B	$33.6M	22	17	n/a	n/a	n/a
2011	Mar 29, 2012	$23B	$0	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2012	$21B	$23B	-7.0%	n/a	n/a	22	n/a	n/a	n/a

Relationships

Controls (10)

← LONGFIELD, ROBERT, ALANOwnerCHIEF EXECUTIVE OFFICER / CSG HOLDINGS, LLC/ MEMBER-ELECTED MANAGER, ownership code NA, individual
May 24, 2012 to presentfactForm ADV
← JONES, BRIAN, LOwnerPRESIDENT, ownership code NA, individual
Feb 1, 2012 to presentfactForm ADV
← CANALE III, JOHN, DOMINICOwnerOWNER, ownership code D, individual
Feb 1, 2012 to presentfactForm ADV
← CANALE, CHRISTOPHER, WEBSTEROwnerOWNER, ownership code D, individual
Feb 1, 2012 to presentfactForm ADV
← FORTAS, MILES, SLOCUMOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 1, 2012 to presentfactForm ADV
← CANALE BROTHERS, INC.OwnerGENERAL PARTNER, ownership code F, domestic entity
Feb 1, 2012 to presentfactForm ADV
← CSG HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Feb 1, 2012 to presentfactForm ADV
← CWC FAMILY, LPOwnerOWNER, ownership code C, domestic entity
Feb 1, 2012 to presentfactForm ADV
← D. CANALE & CO.OwnerMEMBER, ownership code C, domestic entity
Feb 1, 2012 to presentfactForm ADV
← JDC INVESTMENTS, LPOwnerOWNER, ownership code C, domestic entity
Feb 1, 2012 to presentfactForm ADV

Registered with (12)

← ROBERT ALAN LONGFIELDAdvisorregistration: previous registration
May 24, 2004 to Sep 19, 2013factForm ADV
← MICHAEL EDWARD PERDZOCKAdvisorregistration: previous registration
Feb 29, 2000 to Sep 19, 2013factForm ADV
← BRIAN L JONESAdvisorregistration: previous registration
May 24, 2004 to Sep 19, 2013factForm ADV
← IAN M JANECEKAdvisorregistration: previous registration
Mar 14, 2006 to Sep 19, 2013factForm ADV
← SCOTT ALAN ARNWINEAdvisorregistration: previous registration
Jun 1, 2004 to Sep 9, 2013factForm ADV
← JOE DAVID MEALSAdvisorregistration: previous registration
May 24, 2004 to Feb 28, 2013factForm ADV
← KURT AUSTIN VOLDENGAdvisorregistration: previous registration
May 24, 2004 to Jul 12, 2012factForm ADV
← RONALD DOW PARTAINAdvisorregistration: previous registration
May 24, 2004 to Sep 13, 2010factForm ADV
← LEONARD DUSTIN FINLEYAdvisorregistration: previous registration
Jul 8, 2004 to Aug 17, 2010factForm ADV
← JED F MILLERAdvisorregistration: previous registration
Nov 2, 2005 to Dec 31, 2008factForm ADV
← RONALD TODD BEHYMERAdvisorregistration: previous registration
Jul 16, 2004 to Dec 31, 2004factForm ADV
← Reed David WaltersAdvisorregistration: previous registration
Feb 29, 2000 to Nov 8, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4e4847af-be71-8add-cdae-bec7965475be
First observed: Feb 1, 2012
Last observed: Apr 1, 2013 163 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CONSULTING SERVICES GROUP, LLC

CRD 107048

MEMPHIS, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4e4847af-be71-8add-cdae-bec7965475be

Data as of Apr 1, 2013 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:13 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CANALE BROTHERS, INC.

GENERAL PARTNER

yes

12/2010

Feb 1, 2012

Apr 1, 2013

CANALE BROTHERS, INC.

GENERAL PARTNER

yes

12/2008

Feb 1, 2012

Apr 1, 2013

CANALE III, JOHN, DOMINIC

Owner

yes

12/2008

Feb 1, 2012

Apr 1, 2013

CANALE III, JOHN, DOMINIC

Owner

yes

12/2008

Feb 1, 2012

Apr 1, 2013

CANALE, CHRISTOPHER, WEBSTER

Owner

yes

12/2008

Feb 1, 2012

Apr 1, 2013

CANALE, CHRISTOPHER, WEBSTER

LIMITED PARTNER

yes

12/2010

Feb 1, 2012

Apr 1, 2013

CSG HOLDINGS, LLC

Member

yes

01/2009

Feb 1, 2012

Apr 1, 2013

CWC FAMILY, LP

Owner

yes

12/2010

Feb 1, 2012

Apr 1, 2013

D. CANALE & CO.

Member

yes

01/2009

Feb 1, 2012

Apr 1, 2013

FORTAS, MILES, SLOCUM

CHIEF COMPLIANCE OFFICER

yes

07/2010

Feb 1, 2012

Apr 1, 2013

JDC INVESTMENTS, LP

Owner

yes

12/2008

Feb 1, 2012

Apr 1, 2013

JONES, BRIAN, L

President

yes

06/2003

Feb 1, 2012

Apr 1, 2013

LONGFIELD, ROBERT, ALAN

CHIEF EXECUTIVE OFFICER / CSG HOLDINGS, LLC/ MEMBER-ELECTED MANAGER

yes

04/2012

May 24, 2012

Apr 1, 2013

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2012

Apr 1, 2013

$21B

$33.6M

n/a

2011

Mar 29, 2012

$23B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2012

$21B

$23B

-7.0%

n/a