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| CSM Advisors LLC
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| |
|---|---|
| CRD # | 306128 |
| SEC # | 801-117641 |
| CIK # | 0001863523 |
| AUM | $7.5 BB (2024-03-28) |
| Employees | 38 (34% Investors, 13% Brokers) |
| Phone | 412-566-1234 |
| Address | 2000 Ericsson Drive Warrendale, PA 15086 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 0.0 | |
| AAPL | 2,382,844.0 | 0.0 | |
| GOOG | 1,482,566.4 | 0.0 | |
| MPC | 47,980.8 | 0.0 | |
| AMZN | 1,092,997.8 | 0.0 | |
| META | 434,852.0 | 0.0 | |
| JPM | 340,169.2 | 0.0 | |
| DELL | 36,192.0 | 0.0 | |
| DKS | 6,228.0 | 0.0 | |
| GS | 102,858.9 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 52 | 0.8 |
| (h) Charitable organizations | 28 | 0.3 |
| (i) State or municipal government entities | 99 | 3.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 16 | 1.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 0.6 |
| (n) Other | 44 | 0.7 |
| Total | 259 | 7.2 |
| By Discretionary | ||
| Discretionary | 259 | 7.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 259 | 7.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 6.8 | |
| Total | 259 | 7.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001863523] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Conrad Siegel Investment Advisors Inc
✚
|
PA | 7.8 |
|
Crawford Investment Counsel Inc
✚
|
GA | 7.7 |
|
River Road Asset Management LLC
✚
|
KY | 7.7 |
|
QRG Capital Management Inc
✚
|
IL | 7.6 |
|
Douglas Lane & Associates LLC
✚
|
NY | 7.6 |
|
Wedge Capital Management LLP
✚
|
NC | 7.6 |
|
Strategic Capital Allocation Group LLC
✚
|
MA | 7.5 |
|
CornerStone Advisors Asset Management LLC
✚
|
PA | 7.4 |
|
Citizens Securities Inc
✚
|
RI | 7.3 |
|
Kestra Private Wealth Services LLC
✚
|
TX | 7.3 |