CS ADVISORS INC.

RIASEC RegisteredEst. 2026

Total AUM

$118M

Discretionary

$118M

100% of AUM

Avg account

$367K

Accounts

322

Employees

Advisory reps

Firm details

Headquarters: BOCA RATON, Florida
CRD number: 130729
Registered since: January 23, 2026
Website: www.csadvisorsinc.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals78.22%
HNWI17.73%
Charitable Organizations3.92%
Corporations / Businesses0.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

CS Advisors Inc. is an independently owned registered investment adviser that serves both individual/family and institutional clients. The firm is identified as a capital allocator and reports offering a mix of fee arrangements, including percentage-of-AUM fees as well as hourly and fixed-fee engagements. Its advisory capabilities, as disclosed on its Form ADV, include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser. The ADV lists SEC registration in 2026 while also indicating the firm does not consider itself newly formed.