AdvisorCensus / Financial advisors / Pennsylvania / Pittsburgh / CS McKee
CS McKee is an SEC-registered investment advisory firm in Warrendale, PA, registered since 2019, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 21, 2026.
Quick answers
From the filingHow is CS McKee compensated?
On its Form ADV (Item 5.E, October 2026), CS McKee reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is CS McKee located?
CS McKee's principal office is in Warrendale, PA, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is CS McKee registered with the SEC or a state?
CS McKee is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 306128.
How much does CS McKee manage?
CS McKee reports $11,652,588,296 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary).
How have CS McKee's assets and staff changed since 2021?
In the Form ADV data for CS McKee: Regulatory assets under management: $7,048,123,669 in the October 2021 data and $11,652,588,296 in the October 2026 data, up 65%. Total employees: 35 in October 2021 and 44 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does CS McKee serve?
By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (320); pension and profit sharing plans (but not the plan participants or government pension plans) (131); other (36).
Which custodians does CS McKee use?
CS McKee's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists The Northern Trust Company as a custodian holding 10% or more of its separately managed account assets.
Does CS McKee 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/306128
Does CS McKee state an account minimum?
Its Form ADV Part 2A brochure dated February 9, 2026 says: "The standard account minimum account is $5,000,000, but exceptions will be made based upon a multitude of factors including the size of the relationship"
What changed in CS McKee's recent Form ADV filings?
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).
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
- Performance-based 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: $5,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The standard account minimum account is $5,000,000, but exceptions will be made based upon a multitude of factors including the size of the relationship
As stated in the firm's Form ADV Part 2A brochure dated February 9, 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$11,652,588,296 as of October 2026, filing dated May 21, 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- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- CSM Advisors, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (6 years)
- Employees
- Total: 44. Performing investment advisory functions: 19.
- 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.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the June 2026 filing
- States registered or notice-filed
-
53 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
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $11,652,588,296 | 44 | May 21, 2026 |
| October 2025 | $10,313,509,349 | 49 | May 28, 2025 |
| October 2024 | $7,529,716,971 | 35 | March 28, 2024 |
| October 2023 | $7,197,750,667 | 38 | September 20, 2023 |
| October 2022 | $9,087,302,592 | 37 | March 31, 2022 |
| October 2021 | $7,048,123,669 | 35 | September 29, 2021 |
Regulatory assets under management: $7,048,123,669 in the October 2021 data and $11,652,588,296 in the October 2026 data, up 65%.
Total employees: 35 in October 2021 and 44 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- June 2026
- Updated its list of owners and control persons (Schedule A).
- March 2026
- Employees performing advisory functions went from 18 to 19.
- Added an office in Chicago, IL.
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Employees performing advisory functions went from 20 to 18.
- November 2025
- Updated its list of owners and control persons (Schedule A).
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 McKee (CRD 306128): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/cs-mckee-warrendale-pa-306128