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C&S INVESTMENT

VADUZ, VADUZ, Liechtenstein · CRD 294103 · IAPD ↗ · c-s-investment.li · +423-384-3600

$146.2MRegulatory AUM
4Advisory reps
8Employees
4Clients
0Planning clients
0Private funds
0States
1Disclosures
foreignSegment
ApprovedSEC status

Filing changes

40
March 2026 — C&S INVESTMENT reported RAUM up 116% ($67.8M -> $146.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
March 2025 — C&S INVESTMENT reported RAUM up 140% ($28.3M -> $67.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
March 2024 — C&S INVESTMENT reported RAUM up 80% ($15.7M -> $28.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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