CSM Capital Corporation

Trust Score 91%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.


CSM Capital Corporation, federally registered in 2004, is a Registered Investment Advisor (RIA) in 0 (unknown) state(s) with a licensed staff of 6 advisors. CSM Capital Corporation manages $962.5 million and provides investment advisory services for 26 clients (1:5 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $5,000,000
Average Client Balance $37,019,102
Hybrid Advisor No
Disciplinary History No
Total AUM $962.5 million
Advisor / Client Ratio 1:5
Headquarters New York, NY
SEC Filings Forms and Brochures    (CRD # 129789)
State(s) Registered

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