Data / Investment advisers / Pennsylvania / CS McKee
CS McKee, Warrendale, PA: $11.7 billion AUM, SEC registered investment adviser
CS McKee is an SEC registered investment adviser with its main office in Warrendale, Pennsylvania and reports $11.7 billion in regulatory assets under management in its Form ADV filed May 21, 2026. Its clients include state and municipal governments, pension and profit sharing plans and insurance companies. It is paid through a percentage of assets under management and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 306128
- SEC file number
- 801-117641
- SEC status
- Approved, effective November 15, 2019
- Legal name
- CSM Advisors, LLC
- Main office
- 2000 Ericsson Drive Suite 100, Warrendale, PA 15086
- Phone
- (412) 566-1234
- Regulatory AUM
- $11,652,588,296 in the Form ADV filed May 21, 2026
- Discretionary AUM
- $11,652,588,296
- Accounts
- 554
- Employees
- 44, of which 19 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 320 | $4.18 billion |
| Pension and profit sharing plans | 131 | $3.74 billion |
| Insurance companies | 17 | $1.16 billion |
| Investment companies | 7 | $1.13 billion |
| Corporations or other businesses | 19 | $927.1 million |
| Charitable organizations | 24 | $306.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $11.65 billion | February 9, 2026 |
| December 1, 2025 | $10.92 billion | October 30, 2025 |
Other advisers in Pennsylvania
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Federated Equity Management Company of Pennsylvania | Pittsburgh | $14.25 billion | Not listed | adviserinfo.sec.gov |
| Centersquare Investment Management LLC | Conshohocken | $13.70 billion | 19 | adviserinfo.sec.gov |
| Alpha Architect | Newtown Square | $13.50 billion | Not listed | adviserinfo.sec.gov |
| Chartwell Investment Partners, LLC | Berwyn | $12.97 billion | 1 | adviserinfo.sec.gov |
| Conrad Siegel Investment Advisors | Harrisburg | $12.13 billion | Not listed | adviserinfo.sec.gov |
| QRG Capital Management, Inc. | Berwyn | $11.41 billion | Not listed | adviserinfo.sec.gov |
| CBRE Investment Management Listed Real Assets LLC | Radnor | $10.80 billion | Not listed | adviserinfo.sec.gov |
| Great Valley Advisor Group, LLC | Berwyn | $10.60 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pennsylvania
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving pension and profit sharing plans
- CS McKee on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.