Asset manager · New York, NY
CSM Capital Corporation
SEC-registered investment adviser · CRD 129789 · SEC 801-62672
At a glance
CSM Capital Corporation is an SEC-registered investment adviser based in New York, New York, with $1.8 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is corporations or other businesses, and it reports 36 individual clients. By Form ADV it is a asset manager, ranked 1,087th of 3,218 asset managers and 3,811th of 17,210 SEC-registered advisers by assets.
Main office 212-400-9551csmcapitalcorp.comAs filed on Form ADV
- Regulatory AUM
- $1.8B
- Rank among asset managers
- #1,087 of 3,218
- Rank among all SEC RIAs
- #3,811 of 17,210
- Rank in New York
- #897 of 2,591
- Individual clients
- 36
- High-net-worth clients
- 36
- Accounts
- 28
- Discretionary
- 98% of AUM
- Employees
- 9
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Christopher S. MoorePresident, Chief Compliance Officer & Chief Investment Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 4 | $1.2B | 66% |
| High-net-worth individuals | 36 | $630M | 34% |
| Charitable organizations | 13 | $5M | <1% |
| Pooled investment vehicles | 2 | $0M | 0% |
Disciplinary disclosures
CSM Capital Corporation 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 pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗csmcapitalcorp.com ↗
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The full record on CSM Capital Corporation
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, ten years of filings
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- Growth over one, three and five years
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- Rank against 928 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does CSM Capital Corporation manage?
CSM Capital Corporation reports $1.8 billion in regulatory assets under management across 28 accounts, 98% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is CSM Capital Corporation?
CSM Capital Corporation 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 CSM Capital Corporation’s clients?
By assets, its largest client types are corporations or other businesses ($1.2 billion, 4 clients); high-net-worth individuals ($630 million, 36 clients); charitable organizations ($5 million, 13 clients).
Does CSM Capital Corporation have any disciplinary history?
CSM Capital Corporation 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 CSM Capital Corporation’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 (2026-03-31), 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 →