Cs Advisors INC.: new SEC registration, $118M AUM, Boca Raton, FL
Cs Advisors INC. (Boca Raton, Florida): new SEC registration, $118M AUM, Boca Raton, FL. Its amount of 118 is below the median of 134 (36th percentile). Dated 286 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 118 · 36th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 112 related FL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Cs Advisors INC. |
| Legal name | Cs Advisors INC. |
| CRD | 130729 |
| Status | Approved |
| Registered with the SEC | 2026-01-23 |
| Latest Form ADV filing | 2026-02-13 |
| Location | Boca Raton, FL, United States |
| Regulatory AUM | $118,044,036 |
| Accounts | 322 |
| Employees | 3 |
| Website | HTTP://WWW.CSADVISORSINC.COM |
| amount percentile | 36th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (113 FL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-23
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (FL first): Kare Manager Holdings, L.P. · Sirenia Capital Management LP · Cip Pe Advisors, LLC · Evertern Wealth, LLC · Hobe Mountain Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Cs Advisors INC. and 113 Florida peers
- Florida NewRiaPulse records like this one: 113
- Cs Advisors INC.'s amount: 36th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Florida peer: $22,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $118M under management.
- Website on file.
What is the NewRiaPulse record for Cs Advisors INC. in Boca Raton, Florida?
Cs Advisors INC. received SEC registration as an investment adviser (2026-01-23) with $118,044,036 in regulatory assets under management, based in Boca Raton, FL.
How does Cs Advisors INC. compare to other Florida NewRiaPulse records?
Its amount of 118 is below the median (36th percentile); smaller records often move faster and face less competition. It is 286 days old; check the official source for later updates before acting.
Cs Advisors INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Cs Advisors INC. | Boca Raton, FL | 118 | 36th | 2026-01-23 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.