CSM ADVISORS, LLC
Legal name: CS MCKEE
CRD #306128 SEC #801-117641 WARRENDALE, PA 412-566-1234
SEC Registered
Total AUM
$10.9B
Discretionary
$10.9B
Employees
43
Clients
--
Accounts
529
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $10.9B | $10.9B | $0 | 43 | 0 |
| May 2025 | $10.3B | $10.3B | $0 | 49 | 0 |
| Mar 2025 | $8.5B | $8.5B | $0 | 35 | 0 |
| Mar 2024 | $7.5B | $7.5B | $0 | 35 | 0 |
| Feb 2024 | $7.2B | $7.2B | $0 | 38 | 0 |
| Sep 2023 | $7.2B | $7.2B | $0 | 38 | 0 |
| Aug 2023 | $7.2B | $7.2B | $0 | 38 | 0 |
| Jun 2023 | $7.2B | $7.2B | $0 | 38 | 0 |
| Jun 2023 | $7.2B | $7.2B | $0 | 38 | 0 |
| Mar 2023 | $7.2B | $7.2B | $0 | 38 | 0 |
| Mar 2022 | $9.1B | $9.1B | $0 | 37 | 0 |
| Sep 2021 | $7B | $7B | $0 | 35 | 0 |
| Jun 2021 | $7B | $7B | $0 | 35 | 0 |
| Mar 2021 | $7B | $7B | $0 | 35 | 0 |
| Aug 2020 | $6.9B | $6.9B | $0 | 34 | 0 |
| Mar 2020 | $6.9B | $6.9B | $0 | 34 | 0 |
DateOct 2025
Total AUM$10.9B
Discretionary$10.9B
Non-Disc.$0
Employees43
Clients0
DateMay 2025
Total AUM$10.3B
Discretionary$10.3B
Non-Disc.$0
Employees49
Clients0
DateMar 2025
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees35
Clients0
DateMar 2024
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees35
Clients0
DateFeb 2024
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees38
Clients0
DateSep 2023
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees38
Clients0
DateAug 2023
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees38
Clients0
DateJun 2023
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees38
Clients0
DateJun 2023
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees38
Clients0
DateMar 2023
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees38
Clients0
DateMar 2022
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees37
Clients0
DateSep 2021
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees35
Clients0
DateJun 2021
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees35
Clients0
DateMar 2021
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees35
Clients0
DateAug 2020
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees34
Clients0
DateMar 2020
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees34
Clients0