# 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.

- CRD: 130729
- Filed as: CS ADVISORS INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130729
- AdvisorCensus page: https://advisorcensus.com/firm/cs-advisors-inc-boca-raton-fl-130729

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 13, 2026)

- Account minimum: $250,000

> We generally require a minimum of $250,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $118,044,036
- Discretionary: $118,044,036
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $92,332,298 |
| High net worth individuals | 62 | $20,933,537 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $4,631,311 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $146,890 |
| Other | 0 | $0 |

### 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)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- csadvisorsinc.com

## Changes in the filing (last 12 months)

### March 2026
- Registered or notice-filed in NC, TX.

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CS Advisors Inc. (CRD 130729): Form ADV filing data as of October 2026.