C&S ADVISORS, INC.

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DUXBURY, Massachusetts
CRD number
166206

Firm profile

FINTRX

Overview

C&S Advisors, Inc. is a small, privately held advisory firm organized as a corporation and owned by an individual. The firm’s reported activity centers on managing pooled private funds rather than servicing a retail or institutional advisory book: regulatory reporting shows no active client accounts under traditional advisory relationships. The firm is not identified as a multi-state adviser or an active ESG investor, and it does not list pension consulting or related-adviser activities on its profile. Given the firm’s use of private funds as its primary vehicle, investment activity appears focused on pooled, manager-driven strategies rather than separately managed accounts or broad public-model portfolios. There is no public disclosure of specific portfolio mandates or sector tilts, so the firm’s exact tactical preferences and manager allocation criteria are not listed.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • RODGER SMITH

    PresidentCRD 2797226

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DUXBURY, MA

PLYMOUTH

Location

DUXBURY, MA

Headquartered in DUXBURY, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
PLYMOUTH
Address
19 Depot St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth