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CS MCKEE
Legal name: CSM ADVISORS, LLC
CRD 306128File 801-117641
APPROVED
Filing as of May 21, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 554 | 518 |
| 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.