CST Financial Advisory LLC
RIASEC Registered
Total AUM
$24.7M
Discretionary
$24.4M
99% of AUM
Avg account
$405K
Accounts
61
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 324035
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.92%
- Individuals23.08%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
CST Financial Advisory LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on fee-based portfolio management for individuals, families and small businesses and also acts as a capital allocator by selecting third‑party advisers and managers on clients’ behalf. Its advisory model charges a percentage of assets under management and it does not position itself as an active ESG investor. The firm reports a preference for equities in client portfolios.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities80%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities3%
- US Government Bonds3%
Contacts
1 of 1
Costa Tzotzis
Managing MemberCRD 3102114
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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