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CS MCKEE
Legal name: CSM ADVISORS, LLC
CRD 306128File 801-117641
APPROVED
Filing as of May 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$11.65B
Top 10% of cohort (national)
Discretionary AUM
$11.65B
Clients
518
554 accounts
Employees
44
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 15, 2019
- Principal office
- 2000 ERICSSON DRIVE, SUITE 100, WARRENDALE, PA, 15086
- Phone
- 412-566-1234
- Website
- https://www.csmckee.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $11.65B
- Discretionary AUM
- $11.65B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 554
- Non-discretionary accounts
- 0
- Total accounts
- 554
- AUM per client
- $22.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 19 | $927.1M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | 17 | $1.16B |
| Investment companies | 7 | $1.13B |
| Charitable organizations | 24 | $306.2M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 131 | $3.74B |
| State or municipal government entities | 320 | $4.18B |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- 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
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 554 | 518 | decreased by36 |
| Mar 1, 2026 | Employees | 43 | 44 | increased by1 |
| Mar 1, 2026 | Clients | 529 | 554 | increased by25 |
| Mar 1, 2026 | AUM | $10,924,585,504 | $11,652,588,296 | increased by$728,002,792 |
| Mar 1, 2026 | Accounts | 529 | 554 | increased by25 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 35 | 43 | increased by8 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 260 | 529 | increased by269 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $8,488,853,418 | $10,924,585,504 | increased by$2,435,732,086 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 260 | 529 | increased by269 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 37 | 35 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 280 | 260 | decreased by20 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $9,087,302,592 | $8,488,853,418 | decreased by$598,449,174 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 278 | 260 | decreased by18 |
| Apr 1, 2022 | Employees | 35 | 37 | increased by2 |
| Apr 1, 2022 | Clients | 261 | 280 | increased by19 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CS MCKEE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CS MCKEE” 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.