AdvisorCensus / Financial advisors / Florida / Miami / CS Advisors Inc.
CS Advisors Inc. is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.
Quick answers
From the filingHow is CS Advisors Inc. compensated?
On its Form ADV (Item 5.E, October 2026), CS Advisors Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is CS Advisors Inc. located?
CS Advisors Inc.'s principal office is in Boca Raton, FL, according to its Form ADV.
Is CS Advisors Inc. registered with the SEC or a state?
CS Advisors Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 130729.
How much does CS Advisors Inc. manage?
CS Advisors Inc. reports $118,044,036 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (100% discretionary).
What types of clients does CS Advisors Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (62); individuals (other than high net worth individuals) (35); charitable organizations (2).
Which custodians does CS Advisors Inc. use?
CS Advisors Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does CS Advisors Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/130729
Does CS Advisors Inc. state an account minimum?
Its Form ADV Part 2A brochure dated February 13, 2026 says: "We generally require a minimum of $250,000."
What changed in CS Advisors Inc.'s recent Form ADV filings?
In the March 2026 filing data: Registered or notice-filed in NC, TX.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $250,000
The brochure's wording
We generally require a minimum of $250,000.
As stated in the firm's Form ADV Part 2A brochure dated February 13, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$118,044,036 as of October 2026, filing dated February 13, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- March 2026
- Registered or notice-filed in NC, TX.
- February 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. CS Advisors Inc. (CRD 130729): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/cs-advisors-inc-boca-raton-fl-130729