Firm profile

CS MCKEE

WARRENDALE, PACRD 306128Latest ADV February 9, 2026

Cs Mckee is an SEC registered investment adviser organized as a limited liability company with a primary office location in Warrendale, PA. Its latest Form ADV filing, dated February 9, 2026, reports $11.7B in regulatory assets under management, 44 employees, 2 offices, and 554 accounts.

Assets Under Management
$11.7B
Employees
44
Offices
2 offices
Total Clients
554
Primary office
WARRENDALE, PA
2000 ERICSSON DRIVE, SUITE 100, WARRENDALE, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOTimothy P. Ford
CCOUlf A. Skreppen
CFOBradley W. Cox

Advisory services offered

5 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentGovernment represent 57.8% of total clients.
Top client categories% of clientsClients
1
Government
57.8%
320
2
Pension Plans
23.6%
131
3
Irrevocable Trusts/Estates
6.5%
36
4
Charitable
4.3%
24
5
Corporations
3.4%
19
Categories with <5 clients
Banking or thrift institutions<5 clients
High net worth individuals (HNWI)<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$11.7Bas of February 9, 2026
Discretionary100.0%
$11.7B
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.

Total AUM$11.7B
Total Accounts554
10Y AUM Change+$11.7B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees44
Clients per Employee13:1
10Y Employee Change+42 (+2100.0%)

* 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.