Cs McKee

Public-record details

Address

2000 Ericsson Drive, Suite 100, Warrendale, PA 15086

Phone

(412) 566-1234

Listed under

% of assets managed

Legal name

Csm Advisors, LLC

CRD number

306128

Registration

SEC registered since 2019-11-15

Compensation (Form ADV 5.E)

Percentage of assets under management; Performance-based fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses

Regulatory assets under management

$11.7 billion

Accounts managed

554

Clients reported (Form ADV 5.D)

554

Employees

44

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-05-21

SEC registered investment adviser, CRD 306128, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 306128 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.