CSS CAPITAL ADVISORY LLC

RIASEC Registered

Total AUM

$60.8M

Discretionary

$23.2M

38% of AUM

Avg account

$2.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MIAMI, Florida
CRD number: 171711
Website: www.css-capital.com
Custodians: XP INVESTMENTS US, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CAPITAL UNION BANK (BAHAMAS), BANCA DEL SEMPIONE, UCAP AMERICAS, BANCA DEL SEMPIONE, UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM, Other
Client types: HNWI100%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

CSS Capital Advisory LLC is a small, privately owned advisory firm that manages portfolios for individual and family clients. The firm acts as a capital allocator and provides portfolio management for individuals and small businesses, and it also selects and oversees third‑party advisers. Its stated fee structure includes a percentage of assets under management and other fee arrangements. Investment activity shows a clear tilt toward private funds and fixed‑income strategies, supplemented by allocations to pooled alternative vehicles. The firm runs a mix of discretionary and non‑discretionary mandates, which allows it to combine model or third‑party manager solutions with bespoke positions for larger clients.