C & S CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- BISMARCK, Arkansas
- CRD number
- 116492
- Website
- www.cscapitalinc.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- US Government Bonds14%
- Investment Grade Corp Bonds11%
- Cash & Cash Equivalents5%
- Other5%
Contacts
2 of 2MICHAEL OVERTURF
PresidentCRD 4488025
Kyle Overturf
Market Research AnalystCRD 7297991
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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