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AdvisorCensus / Financial advisors / Florida / Miami / CSS Capital Advisory LLC

CSS Capital Advisory LLC

Miami, FLState-registered investment adviserCRD 171711

Filed as CSS CAPITAL ADVISORY LLC

CSS Capital Advisory LLC is a state-registered investment advisory firm in Miami, FL, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

11 years
registered since 2015
$60,807,417
assets under management
2 arrangements
Percentage of assets, Other
None
disclosure items (Item 11)

Quick answers

From the filing

How is CSS Capital Advisory LLC compensated?

On its Form ADV (Item 5.E, October 2026), CSS Capital Advisory LLC reports these compensation arrangements: a percentage of assets under its management; other.

Where is CSS Capital Advisory LLC located?

CSS Capital Advisory LLC's principal office is in Miami, FL, according to its Form ADV.

Is CSS Capital Advisory LLC registered with the SEC or a state?

CSS Capital Advisory LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 171711.

How much does CSS Capital Advisory LLC manage?

CSS Capital Advisory LLC reports $60,807,417 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (38% discretionary).

What types of clients does CSS Capital Advisory LLC serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (23).

Does CSS Capital Advisory LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171711

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
  • Other

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

Regulatory assets under management

Item 5.F
$60,807,417

$60,807,417 as of October 2026, filing dated March 30, 2026.

Discretionary: $23,245,421.Non-discretionary: $37,561,996.

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.D
High net worth individuals
Clients 23 Assets $60,807,417 (100%)

A 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
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2015 (11 years)
Employees
Total: 2. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
2 states or jurisdictions
DEFL

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None 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

No changes to these filed facts in the last 12 months of filing data.

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.I

Not reported.

Source: 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. CSS Capital Advisory LLC (CRD 171711): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/css-capital-advisory-llc-miami-fl-171711