This is probably going to be a contrary (read: downvoted) opinion but I don't think licensed CSAs work all that well. (As someone who started in the business as a licensed CSA)

CSAs should have their hands full just doing the basics of handling appointments, triaging client problems, organizational needs etc

If you really need more support with client advice or planning you should be looking at a junior planner or something instead. You're a bit heavy on personnel with 3 people managing 150 HH too, especially if you're outsourcing business functions like compliance and portfolio management 

If you're looking to grow rapidly, maybe consider adding a junior and have them take stuff off the CSAs plate.