Asset manager · Warrendale, PA
CS McKee
CSM Advisors, LLC · SEC-registered investment adviser · CRD 306128 · SEC 801-117641
At a glance
CS McKee is an SEC-registered investment adviser based in Warrendale, Pennsylvania, with $11.7 billion in regulatory assets under management as of its Form ADV filed May 21, 2026. Its largest client group by assets is state or municipal government entities. By Form ADV it is a asset manager, ranked 481st of 3,218 asset managers and 1,235th of 17,210 SEC-registered advisers by assets.
Main office 412-566-1234csmckee.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $12B
- Rank among asset managers
- #481 of 3,218
- Rank among all SEC RIAs
- #1,235 of 17,210
- Rank in Pennsylvania
- #38 of 564
- Clients
- 554
- Accounts
- 554
- Discretionary
- 100% of AUM
- Employees
- 44
- Advisory staff
- 19
- Offices
- 3
Owners and executives on its Form ADV
- Bradley W. CoxChief Financial Officer
- Alan E. MolotskyChief Legal Officer
- Mark D. GoodwinChairman
- Ulf A. SkreppenChief Operating Officer and Chief Compliance Officer
- Brian S. AllenChief Investment Officer
- Timothy P. FordChief Executive Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
CS McKee is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Sanctuary Securities, Inc..
- Sanctuary Securities, Inc. ↗CRD 205
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, June 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| State or municipal government entities | 320 | $4.2B | 36% |
| Pension and profit sharing plans | 131 | $3.7B | 32% |
| Insurance companies | 17 | $1.2B | 10% |
| Investment companies | 7 | $1.1B | 10% |
| Corporations or other businesses | 19 | $927M | 8% |
| Charitable organizations | 24 | $306M | 3% |
| Other | 36 | $214M | 2% |
Disciplinary disclosures
CS McKee reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗csmckee.com ↗
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The full record on CS McKee
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 517 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 4Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does CS McKee manage?
CS McKee reports $11.7 billion in regulatory assets under management across 554 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 21, 2026.
What kind of firm is CS McKee?
CS McKee is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are CS McKee’s clients?
By assets, its largest client types are state or municipal government entities ($4.2 billion, 320 clients); pension and profit sharing plans ($3.7 billion, 131 clients); insurance companies ($1.2 billion, 17 clients).
Does CS McKee have any disciplinary history?
CS McKee reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is CS McKee’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-21), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →