C
$24.7M Total AUM
$24.4M Disc. AUM
-- 3Y CAGR
1 Employees
61 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-21-2022
- Office Locations
- 1
Office Locations
5752 Grandscape Blvd Suite 225 THE Colony TX
About CST Financial Advisory LLC
CST Financial Advisory LLC is a Frisco-based RIA. The firm has been operating for 3 years. Managing $24.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$24.7M AVG AUM / ADVISOR
$404.9K AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Custodian
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Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Technology
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Owner & Executives
C
COSTA TZOTZIS
Chief Compliance Officer, Managing Member
- CRD
- #3102114
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,400,000 | -- |
| Non-Discretionary | $300,000 | -- |
| Total | $24,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Derivatives:
Available Equity - OTC:
Available U.S. Government/Agency:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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