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CS MCKEE
CSM ADVISORS, LLC
CRD 306128 · SEC 801-117641
2000 ERICSSON DRIVE, SUITE 100, WARRENDALE, PA, 15086, United States
Phone
412-566-1234
Fax
412-566-1557
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$11.65B
Discretionary AUM
$11.65B
Team
44 total employees; 19 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)UMA MODEL
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 7 | $1.13B |
| Pension/profit sharing plans | 131 | $3.74B |
| Charitable organizations | 24 | $306.2M |
| State/municipal entities | 320 | $4.18B |
| Insurance companies | 17 | $1.16B |
| Corporations/business entities | 19 | $927.1M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD