|
⚲
|
| Keyboard |
| CSM Advisors LLC
✚
|
|
|---|---|
| CRD # | 306128 |
| SEC # | 801-117641 |
| CIK # | 0001863523 |
| AUM | 11.65 B (2026-05-21) |
| Employees | 44 (43% Investors, 9% Brokers) |
| Phone | 412-566-1234 |
| Address | 2000 Ericsson Drive Warrendale, PA 15086 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| US Bancorp de | 0.1 | ||
| Cisco Systems Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Caterpillar Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 7 | 1.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 131 | 3.7 |
| (h) Charitable organizations | 24 | 0.3 |
| (i) State or municipal government entities | 320 | 4.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 17 | 1.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 0.9 |
| (n) Other | 36 | 0.2 |
| Total | 554 | 11.7 |
| By Discretionary | ||
| Discretionary | 554 | 11.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 554 | 11.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 11.2 | |
| Total | 554 | 11.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001863523] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 254900OFFZCSY0EX5598 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gilder Gagnon Howe & Co LLC
✚
|
NY | 12.12 B |
|
Gusto Investment Services LLC
✚
|
CA | 12.01 B |
|
Stonebridge Advisors LLC
✚
|
CT | 11.83 B |
|
Greenhaven Associates Inc
✚
|
NY | 11.66 B |
|
Gateway Investment Advisers LLC
✚
|
OH | 11.59 B |
|
Everett Harris & Co
✚
|
CA | 11.53 B |
|
QRG Capital Management Inc
✚
|
PA | 11.41 B |
|
Fiduciary Management Inc
✚
|
WI | 11.36 B |
|
Heck Capital Advisors LLC
✚
|
WI | 11.31 B |
|
Perigon Wealth Management LLC
✚
|
CA | 11.29 B |