C&S ADVISORS, INC.
Firm details
- Headquarters
- DUXBURY, Massachusetts
- CRD number
- 166206
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1RODGER SMITH
PresidentCRD 2797226
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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