CSH Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$66,612,283
Clients
290
Advisors
2
of 2 employees
About
CSH Investment Management provides investment advisory and portfolio management services to individual clients, including high-net-worth households. The firm charges fees based on a percentage of assets under management and manages client accounts on an ongoing basis.
The firm reports approximately $67.2 million in assets across roughly 290 client accounts served by two advisors, a client-to-advisor mix that may influence how services are delivered. Custody is through Charles Schwab, and CSH notes that calculated advisory fees are shown on Schwab statements each quarter; clients may request a detailed itemization showing the fee formula, the assets used in the calculation, and the time period covered.
Noteworthy for its size, CSH formalizes fee transparency by documenting calculated fees on custodial statements and offering clients a right to a complete itemized fee breakdown, a practice not always spelled out in firm brochures. The firm’s combination of a relatively large number of individual accounts and two advisors, along with operations across two offices, suggests a focus on managing a broad set of household-level relationships alongside high-net-worth clients.
Client services
Fee options
Main office
926 W Spresser
Taylorville IL 62568
Advisors at this office
2
Most active in
Illinois · Missouri
Also doing business as
Csh Financial Services · Csh Investment Management · Csh Investment Management LLC · Csh Investment Managment LLC · Henry, Charles Steve
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.
Forms ADV
Advisors at this firm
Charles H
CFP®, Series 63
Taylorville, IL
CSH Investment Management
Charles Henry is a CFP® with 28 years of industry experience. He has been with CSH Investment Management since 2014 and has longstanding roles at CSH Properties Inc. and H&R Block. In addition to his advisory work, he serves as president of CSH Holdings Inc., managing tax and accounting franchises. CSH Investment Management provides portfolio management and investment advisory services to individual clients, including high-net-worth households. The firm manages approximately $67.2 million in assets across about 290 client accounts and emphasizes fee transparency through detailed reporting.
Robbie J
Series 65, Series 66
Taylorville, IL
CSH Investment Management
Robbie Johnson is a financial advisor at CSH Investment Management with 8 years of industry experience. He holds the Series 65 and Series 66 credentials. His prior work includes roles at Tax Tech and Chase Investment Services Corp. CSH Investment Management provides investment advisory and portfolio management services to individual clients, including high-net-worth households, managing approximately $67.2 million in assets across about 290 client accounts. The firm emphasizes fee transparency by documenting fees on custodial statements and offering clients detailed itemized fee breakdowns upon request.
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