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CS ADVISORS INC.

BOCA RATON, FL · CRD 130729 · IAPD ↗ · csadvisorsinc.com · 561-241-9301

$118.0MRegulatory AUM
3Advisory reps
3Employees
2Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
March 2026 — CS ADVISORS INC. notice-filed in NC, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
February 2026 — CS ADVISORS INC. (BOCA RATON, FL) is newly SEC-registered with $117.1M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.