C & S CAPITAL MANAGEMENT, INC.

RIASEC Registered
Total AUM
$40.2M
Discretionary
$38.3M
95% of AUM
Avg account
$1.3M
Accounts
31
Employees
2
Advisory reps
2

Firm details

Headquarters
BISMARCK, Arkansas
CRD number
116492
Custodians
COMMUNITY FIRST TRUST, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI89.46%
  • Individuals5.51%
  • Charitable Organizations5.04%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

C & S Capital Management, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, providing financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting services. Its fee model blends a percentage-of-assets-under-management approach with hourly charges for advisory work, which suggests a mix of ongoing portfolio oversight and project-based planning or consulting. Investment behavior shows a clear tilt toward publicly traded equities as the primary allocation preference. The firm manages most client assets on a discretionary basis, indicating that portfolio managers typically implement strategy and trade on clients’ behalf. C & S Capital Management, Inc. does not characterize itself as an active ESG investor, and its regulatory profile indicates it operates in a single state jurisdiction.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 64%, US Government Bonds 14%, Investment Grade Corp Bonds 11%, Cash & Cash Equivalents 5%, Other 5%, Non-Investment Grade Corp Bonds 1%64%
  • Exchange Traded Equities64%
  • US Government Bonds14%
  • Investment Grade Corp Bonds11%
  • Cash & Cash Equivalents5%
  • Other5%

Contacts

2 of 2
  • MICHAEL OVERTURF

    PresidentCRD 4488025

  • Kyle Overturf

    Market Research AnalystCRD 7297991

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

FINTRX

Location

Primary office

BISMARCK, AR

HOT SPRING

Location

BISMARCK, AR

Headquartered in BISMARCK, AR, anchoring the Hot Springs-Malvern, AR metro in the South.

Metro area
Hot Springs-Malvern, AR
Region
South
County
HOT SPRING
Address
6156 Highway 7
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth