CS Mckee

RIASEC RegisteredEst. 2019
Total AUM
$11.7B
Discretionary
$11.7B
100% of AUM
Avg account
$21M
Accounts
554
Employees
44
Advisory reps
9

Firm details

Headquarters
Warrendale, Pennsylvania
CRD number
306128
Registered since
November 15, 2019
Website
www.csmckee.com
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • State / Municipal Government35.84%
  • Pension & Profit Sharing Plans32.06%
  • Insurance Companies9.98%
  • Investment Companies9.69%
  • Corporations / Businesses7.96%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

CS Mckee is an SEC-registered institutional RIA organized as a limited liability company and operating since 2019. The firm serves primarily institutional clients and provides portfolio management across individuals/small businesses, investment companies, pooled investment vehicles, and other businesses or institutions. Its compensation model combines a percentage-of-AUM fee schedule with performance-based fees. CS Mckee self-identifies as an active ESG investor and maintains affiliations that include broker-dealer activity, other investment adviser roles, CPO/CTA functions, and sponsor/GP/managing-member responsibilities for pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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: Other 35%, US Government Bonds 26%, Investment Grade Corp Bonds 17%, Private Funds 11%, Exchange Traded Equities 6%, Cash & Cash Equivalents 4%35%
  • Other35%
  • US Government Bonds26%
  • Investment Grade Corp Bonds17%
  • Private Funds11%
  • Exchange Traded Equities6%

Owners & executives

2 of 2

  • Bradley Cox

    Chief Financial OfficerCRD 4176893

  • Mark Goodwin

    Mark Goodwin

    CEOCRD 2947625

Contacts

3 of 7
  • Timothy Ford

    Timothy Ford

    PartnerCRD 2644048

  • Bradley Thompson

    Bradley Thompson

    Director, Portfolio ManagerCRD 1847556

  • Brian Allen

    Brian Allen

    AnalystCRD 2476886

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 42

Active vs passive

$649M in ETFs

Passive

95%

$613M

Active

0%

$35.7M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$88.4M153,11113.63%
Unlock additional holdings →

Location

Primary office

Warrendale, PA

Allegheny

Location

Warrendale, PA

Headquartered in Warrendale, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Allegheny
Address
2000 Ericsson Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Petredis Investment Advisors

RIA

Warrendale, PA

AUM $1.7BTEAM 10REPS 7

Defiant Capital Group

RIA

Warrendale, PA

AUM $49.8MTEAM 3REPS 2

QRG Capital Management, Inc.

RIA

Berwyn, PA

AUM $11.4BTEAM 12REPS 8

Cbre Investment Management Listed Real Assets LLC

RIA

Radnor, PA

AUM $10.8BTEAM 60REPS 7

Great Valley Advisor Group, LLC

RIA

Berwyn, PA

AUM $10.6BTEAM 325REPS 186

Cooke & Bieler, L.P.

RIA

Philadelphia, PA

AUM $10.6BTEAM 32REPS 15
More RIAs in Warrendale →All Pennsylvania RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth