CSS Capital Advisory LLC

RIAState 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 an independent RIA organized as an LLC with individual ownership. The firm is state-registered in Delaware and Florida and serves a client base made up primarily of individuals and families, with services for small businesses. Its advisory work centers on portfolio management for individuals/small businesses and selection of third-party managers — the firm identifies as a capital allocator rather than a single-manager boutique. Compensation is charged as a percentage of assets under management and through other fee arrangements. CSS Capital does not list ESG investing as an active focus.