RIA Intelligence

CS ADVISORS INC.

CRD #130729 SEC #801-135242 BOCA RATON, FL 561-241-9301
SEC Registered
Total AUM
$117.1M
Discretionary
$117.1M
Employees
3
Clients
11
Accounts
100

Firm Details

Organization Type
Corporation
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 25, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SHERMAN, STEVEN, LAWRENCEIPRESIDENTE Control
SHERMAN, STEVEN, LAWRENCEICHIEF COMPLIANCE OFFICERE Control
SHERMAN, STEVEN, LAWRENCEIPRESIDENTE Control
SHERMAN, STEVEN, LAWRENCEICHIEF COMPLIANCE OFFICERE Control
SHERMAN, STEVEN, LAWRENCEIPRESIDENTE Control
SHERMAN, STEVEN, LAWRENCEICHIEF COMPLIANCE OFFICERE Control
SHERMAN, STEVEN, LAWRENCEIPRESIDENTE Control
SHERMAN, STEVEN, LAWRENCEICHIEF COMPLIANCE OFFICERE Control
SHERMAN, STEVEN, LAWRENCEIPRESIDENTE Control
SHERMAN, STEVEN, LAWRENCEICHIEF COMPLIANCE OFFICERE Control
SHERMAN, STEVEN, LAWRENCEIPRESIDENTE Control
SHERMAN, STEVEN, LAWRENCEICHIEF COMPLIANCE OFFICERE Control
SHERMAN, STEVEN, LAWRENCEIPRESIDENTE Control
SHERMAN, STEVEN, LAWRENCEICHIEF COMPLIANCE OFFICERE Control
SHERMAN, STEVEN, LAWRENCEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Dec 25, 2025 REGISTERED

Notice Filings (2)

FL NY

Address

7999 N FEDERAL HWY
SUITE 101
BOCA RATON, FL 33487
United States
Phone: 561-241-9301