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CS ADVISORS INC.

CRD 130729File 801-135242
APPROVED
Retail clients
Filing as of Feb 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$118.0M
Bottom 25% of cohort (national)
Discretionary AUM
$118.0M
Clients
101
322 accounts
Employees
3
Bottom 25% of cohort in FL

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
MIRO
Registration date
Jan 23, 2026
Principal office
7999 N FEDERAL HWY, SUITE 101, BOCA RATON, FL, 33487
Phone
561-241-9301

Assets & accounts

ADV Item 5F
Total regulatory AUM
$118.0M
Discretionary AUM
$118.0M
Non-discretionary AUM
$0
Discretionary accounts
322
Non-discretionary accounts
0
Total accounts
322
AUM per client
$1.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other2$147K
Charitable organizations2$4.6M
High net worth individuals62$20.9M
Individuals (other than high net worth individuals)35$92.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.