CS Advisors Inc

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Assets, Funds, Holdings

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CS Advisors Inc
CRD #130729
SEC #801-135242
CIK #
AUM 118.0 M (2026-02-13)
Employees 3 (100% Investors, 0% Brokers)
Phone561-241-9301
Address7999 N Federal Hwy
Boca Raton, FL 33487
Source [IAPD] [Website]
Total AUM ($M)
1209672482402005201220192027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 35 92.3
(b) Individuals (high net worth individuals) 62 20.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 2 4.6
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 0.1
(n) Other 0 0.0
Total 322 118.0
By Discretionary
Discretionary 322 118.0
Non-Discretionary 0 0.0
Total 322 118.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 118.0
Total 322 118.0
Firm Profile (Form ADV)
Discretionary AUM$0.0B
Clients2
ServesInstitutional, Retail
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