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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- SignalVital +more
- Established Date
- 09-06-2002
- Office Locations
- 1
Office Locations
About CS Advisors Inc.
CS Advisors Inc. is a Boca Raton, FL RIA providing wealth planning and disciplined investment management built around client objectives, risk capacity, and time horizons. The firm engineers portfolios guided by an Investment Policy Statement and monitors investments on an ongoing basis. Client focus includes individuals and business owners/entrepreneurs, with portfolios that commonly emphasize ETFs alongside public funds and U.S. government/agency bonds, custodied at Schwab and Fidelity.
Team overview
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Platform
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Owner & Executives
STEVEN LAWRENCE SHERMAN
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2351182
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Pau Delgado Rodriguez
Investment Advisor
- CRD
- #7231294
CHRISTOPHER ELDREN PIERCE NALLEY
--
- CRD
- #4945127
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,044,036 | $366,596 |
| Non-Discretionary | $0 | -- |
| Total | $118,044,036 | $366,596 |
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Separately Managed Accounts
Total SMA Asset: $118,044,036
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,422,741,043 | 16.8% |
| Public Funds | $982,368,815 | 11.6% |
| U.S. Government/Agency | $1,956,268,934 | 23.1% |
| Cash | $2,430,515,948 | 28.7% |
| Private Funds | $1,676,801,944 | 19.8% |
| Total | $8,468,696,684 | 100.0% |