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CSM CAPITAL CORPORATION
CRD 129789File 801-62672
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.85B
Top 25% of cohort (national)
Discretionary AUM
$1.82B
Non-discretionary $30.5M
Clients
55
28 accounts
Employees
9
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 16, 2004
- Principal office
- 654 MADISON AVENUE, 6TH FLOOR, NEW YORK, NY, 10065-8439
- Phone
- 212-400-9551
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.85B
- Discretionary AUM
- $1.82B
- Non-discretionary AUM
- $30.5M
- Discretionary accounts
- 25
- Non-discretionary accounts
- 3
- Total accounts
- 28
- AUM per client
- $33.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $1.21B |
| Charitable organizations | 13 | $5.5M |
| High net worth individuals | 36 | $630.2M |
| Pooled investment vehicles | 2 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2026 | Clients | 51 | 55 | increased by4 |
| Apr 1, 2026 | AUM | $1,735,377,201 | $1,848,163,156 | increased by$112,785,955 |
| Apr 1, 2026 | Accounts | 49 | 28 | decreased by21 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 10 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 62 | 51 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,458,688,737 | $1,735,377,201 | increased by$276,688,464 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 77 | 49 | decreased by28 |
| Apr 1, 2022 | Employees | 12 | 11 | decreased by1 |
| Apr 1, 2022 | Clients | 60 | 62 | increased by2 |
| Apr 1, 2022 | AUM | $1,216,872,115 | $1,458,688,737 | increased by$241,816,622 |
| Apr 1, 2022 | Accounts | 88 | 77 | decreased by11 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CSM CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CSM CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.