BOCA RATON, FLCRD 130729Latest ADV February 13, 2026
Cs Advisors Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated February 13, 2026, reports $118M in regulatory assets under management, 3 employees, and 322 accounts.
Assets Under Management
$118M
Employees
3
Offices
--
Total Clients
101
Primary office
BOCA RATON, FL
7999 N FEDERAL HWY, SUITE 101, BOCA RATON, FL, United States
Top client segmentHNWI represent 61.4% of total clients.
Top client categories% of clientsClients
1
HNWI
61.4%
62
2
Individuals
34.7%
35
3
Charitable
2.0%
2
4
Corporations
2.0%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$118Mas of February 13, 2026
Discretionary100.0%
$118M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$118M
Total Accounts322
10Y AUM Change+$965K (+0.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee34:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.