Investment adviser · CRD 306128

CS MCKEE

Investment adviser filing (IA)

CSM ADVISORS, LLC

WARRENDALE, PA, United States · Form ADV filed May 21, 2026

Regulatory AUM: $11.7B
Client accounts: 554
Employees: 44
Advisory professionals: 19

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Government entities	320	$4,176,643,210	35.8%
Retirement plans	131	$3,736,051,346	32.1%
Insurance companies	17	$1,163,036,655	10.0%
Investment companies	7	$1,129,449,930	9.7%
Corporations & businesses	19	$927,052,048	8.0%
Charities	24	$306,195,092	2.6%
Other clients	36	$214,160,015	1.8%
Individuals	Fewer than 5	$0	0.0%
High-net-worth individuals	Fewer than 5	$0	0.0%
Banks & thrifts	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2107423 · May 21, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 21, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

2000 ERICSSON DRIVE, SUITE 100
WARRENDALE, PA, 15086, United States

CRD 306128

Filing source

Form ADV 2107423 · May 21, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.