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CSM CAPITAL CORPORATION
CRD 129789File 801-62672
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.