CS Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$113,265,835
Clients
97
Advisors
3
of 3 employees
About
CS Advisors provides comprehensive wealth planning and investment management to individuals, high‑net‑worth clients, business owners, and institutional plan sponsors. The firm offers portfolio management and retirement-plan consulting to about 97 clients, manages approximately $118 million in discretionary assets, and generally requires a minimum account size.
The firm’s investment approach centers on long‑term strategic asset allocation informed by research and Modern Portfolio Theory, with systematic rebalancing and tactical overlays guided by quantitative, trend‑following signals. Tactical implementations typically employ ETFs and, where appropriate, use options and other derivatives in separately managed accounts to manage risk or pursue defined outcomes, with portfolios tailored to client objectives and often managed on a discretionary basis.
CS Advisors is notable for integrating derivatives and custom options strategies into client accounts as part of its tactical framework — a capability that is relatively uncommon among similar supported firms. The firm also provides pension consulting and ERISA advisory services, including plan benchmarking, participant education, and assistance with investment policy and provider selection, allowing it to serve both individual investors and plan sponsors.
Client services
Expertise
Occupation focus
Fee options
Flat fees and subscription fees are offered (specific amounts not stated).
$0 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.75% $4,000,000+: 0.50%
Hourly fees range from $275 to $500.
Account minimum: $250,000 Fee-only: Hourly fees ranging from $275 to $500; flat fees and subscription fees also offered; 401(k) fees range from 0.15% to 0.50% depending on services provided.
Main office
7999 N Federal Hwy, Suite 101
Boca Raton FL 33487
Advisors at this office
3
Most active in
Florida · New York · North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Christopher N
CFP®, Series 63, Series 66
Boca Raton, FL
CS Advisors Inc.
Christopher Nalley is a CFP®-certified financial advisor with 20 years of industry experience. He is currently a managing principal at Scale Consulting Group, LLC, where he provides executive coaching, consulting, and financial planning to small and midsize business owners and professionals. Mr. Nalley has held prior roles at Variant Trading Institutional Group and Private Advisor Group, and he also manages a family-related investment vehicle through EPN Limited Partnership. He is affiliated with CS Advisors Inc., where he has worked since 2020. CS Advisors Inc. offers wealth planning and investment management to individuals, high-net-worth clients, business owners, and institutional plan sponsors. The firm employs a long-term strategic asset allocation approach enhanced by tactical overlays using derivatives and options, and it provides pension consulting and ERISA advisory services.
Steven S
Series 66
Boca Raton, FL
CS Advisors Inc.
Steven Sherman is a financial advisor at CS Advisors Inc. in Boca Raton, FL, holding a Series 66 designation with 24 years of industry experience. He has worked at CS Advisors since 2002 and is also involved in managing MRIF Management LLC and Mango Bay Property and Investments Inc. outside of his advisory role. CS Advisors provides comprehensive wealth planning and investment management services to individuals, high-net-worth clients, business owners, and institutional plan sponsors. The firm manages approximately $118 million in discretionary assets and employs a long-term strategic asset allocation approach that incorporates derivatives and custom options strategies as part of its tactical framework.
Pau D
Series 65
Boca Raton, FL
CS Advisors Inc.
Pau Delgado Rodriguez is a financial advisor at CS Advisors Inc. with five years of industry experience. He holds a Series 65 designation and has worked at CS Advisors since 2017. Outside of his advisory role, he has been involved with B Elite Soccer Academy since 2017. CS Advisors provides wealth planning and investment management services to individuals, high-net-worth clients, business owners, and institutional plan sponsors. The firm employs a long-term strategic asset allocation approach enhanced by tactical overlays using ETFs, options, and derivatives, serving approximately 97 clients with $118 million in discretionary assets under management.
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