{
  "crd_number": 306128,
  "slug": "cs-mckee-warrendale-pa-306128",
  "primary_business_name": "CS MCKEE",
  "legal_name": "CSM ADVISORS, LLC",
  "dbas": [],
  "city": "Warrendale",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "38300",
  "metro": {
    "cbsa_code": "38300",
    "common_name": "Pittsburgh",
    "msa_name": "Pittsburgh, PA",
    "path": "/advisors/pa/pittsburgh"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-11-15",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-05-21",
  "carried_forward": false,
  "raum_total": 11652588296.0,
  "raum_discretionary": 11652588296.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 44,
  "advisory_employees": 19,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 214160015.0,
      "count": 36,
      "description": "FAMILY OFFICE/TRUST"
    },
    "charitable": {
      "raum": 306195092.0,
      "count": 24
    },
    "individuals": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 4176643210.0,
      "count": 320
    },
    "insurance_companies": {
      "raum": 1163036655.0,
      "count": 17
    },
    "investment_companies": {
      "raum": 1129449930.0,
      "count": 7
    },
    "pension_profit_sharing": {
      "raum": 3736051346.0,
      "count": 131
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 927052048.0,
      "count": 19
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://csmckee.com",
    "https://linkedin.com/company/csmckee"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306128",
  "city_as_filed": "WARRENDALE",
  "url": "https://advisorcensus.com/firm/cs-mckee-warrendale-pa-306128",
  "display_name": "CS McKee",
  "summary": "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.",
  "citation": "AdvisorCensus. CS McKee (CRD 306128): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is CS McKee compensated?",
      "a": "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."
    },
    {
      "q": "Where is CS McKee located?",
      "a": "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)."
    },
    {
      "q": "Is CS McKee registered with the SEC or a state?",
      "a": "CS McKee is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 306128."
    },
    {
      "q": "How much does CS McKee manage?",
      "a": "CS McKee reports $11,652,588,296 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary)."
    },
    {
      "q": "How have CS McKee's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does CS McKee serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does CS McKee use?",
      "a": "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."
    },
    {
      "q": "Does CS McKee report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does CS McKee state an account minimum?",
      "a": "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\""
    },
    {
      "q": "What changed in CS McKee's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 7048123669.0,
      "total_employees": 35,
      "filing_date": "2021-09-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 9087302592.0,
      "total_employees": 37,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 7197750667.0,
      "total_employees": 38,
      "filing_date": "2023-09-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 7529716971.0,
      "total_employees": 35,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 10313509349.0,
      "total_employees": 49,
      "filing_date": "2025-05-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 11652588296.0,
      "total_employees": 44,
      "filing_date": "2026-05-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 20 to 18."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 9, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 5000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "The Northern Trust Company",
      "name_as_filed": "THE NORTHERN TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/cs-mckee-warrendale-pa-306128.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 7,
      "fewer_than_5": false,
      "raum": 1129449930.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 131,
      "fewer_than_5": false,
      "raum": 3736051346.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 24,
      "fewer_than_5": false,
      "raum": 306195092.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 320,
      "fewer_than_5": false,
      "raum": 4176643210.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 17,
      "fewer_than_5": false,
      "raum": 1163036655.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 19,
      "fewer_than_5": false,
      "raum": 927052048.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 36,
      "fewer_than_5": false,
      "raum": 214160015.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306128",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}