CSM Advisors, LLC
CSM Advisors, LLC is a United States-based investment advisory firm headquartered in Warrendale, Pennsylvania. Registered with the SEC (CIK: 0001863523), the firm manages over $10 billion in regulatory assets under management (AUM) as of 2025. CSM Advisors primarily serves institutional clients such as pension and profit-sharing plans, state and municipal government entities, insurance companies, and charitable organizations. The firm employs approximately 49 people, with a significant portion involved in investment decisions. CSM Advisors, LLC is known for its expertise in multi-asset investment management for institutional and corporate clients.
Investment Strategy
CSM Advisors, LLC employs a multi-asset investment strategy focusing on large and mid-cap equities, fixed income, and diversified portfolios to meet the needs of institutional and corporate clients. The firm emphasizes active asset management and risk-adjusted returns tailored to client mandates, with a notable presence in servicing pension and government entities. CSM Advisors seeks to construct portfolios based on thorough fundamental analysis, risk management, and strategic asset allocation to align with long-term investment objectives.
Top Holdings
Equity Positions (362)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 3.22% | $110.5M | 200,316 | $444.77 | $551.64 | -$33.1M |
S SPY | SPDR S&P 500 ETF TR | 3.08% | $105.4M | 170,629 | $507.71 | $617.85 | -$39.4M |
V VUG | VANGUARD INDEX TR | 2.58% | $88.3M | 201,387 | $347.56 | $438.40 | -$59.0M |
V VTV | VANGUARD INDEX TR | 1.89% | $64.9M | 366,983 | $154.05 | $176.74 | -$60.2M |
J JPM | JPMORGAN CHASE & CO | 1.84% | $63.1M | 217,688 | $230.43 | $289.91 | +$40.3M |