CSS Capital Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CSS Capital Advisory is a registered investment adviser serving a small client base of 23 clients with approximately $60.8 million in assets under management, providing customized, fee‑based portfolio management to primarily high‑net‑worth individuals as well as charitable and corporate clients. The firm offers both discretionary and non‑discretionary account management tailored to each client’s goals, risk tolerance, and any imposed investment restrictions.
The firm combines fundamental and technical analysis and may employ a broad range of strategies, including long‑ and short‑term trading, option and futures strategies, margin, and hedging, and it allocates to onshore and offshore funds, hedge funds, high‑yield securities, and emerging‑market instruments. CSS implements portfolios actively and notes that clients may elect non‑discretionary management, with account reallocations and trading completed only with client approval in those cases.
Noteworthy aspects versus peers include that a majority of the firm’s assets are managed on a non‑discretionary basis (roughly $37.6M non‑discretionary vs. $23.2M discretionary as of December 31, 2025) and an explicit international orientation — the brochure states the firm conducts business nationally and internationally and uses offshore and non‑registered funds. The firm is relatively small (two advisors) and documents routine use of alternative and complex instruments (structured products, hedge funds, and emerging markets), features that are less common among similarly sized supported firms.
Client services
Expertise
Fee options
Flat fees may be negotiated and are paid quarterly in arrears
Minimum fee: $500.00 per quarter for small non-discretionary accounts; $3,000 per year for certain small discretionary accounts Fee-only: Fees are negotiable and not based on capital gains; flat fees may be negotiated
Main office
40 SW 13th Street, Suite 201 B
Miami FL 33130
Advisors at this office
2
Most active in
Delaware · Florida
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
Ricardo F
Series 65
Miami, FL
CSS Capital Advisory LLC
Ricardo Fernandez is a Series 65 licensed financial advisor with three years of industry experience. He is the founder of First Global US Finance LLC, an investment consultancy focused on business development. Fernandez currently serves as the sole advisor at CSS Capital Advisory LLC, based in Miami, FL. CSS Capital Advisory provides customized asset and portfolio management primarily for high-net-worth individuals, charitable organizations, and businesses. The firm manages approximately $62.7 million across about 22 client relationships, employing a range of strategies including long and short positions, derivatives, and emerging-market debt, with a focus on cross-border and offshore investment access.
Luigi C
CFA®
Miami, FL
CSS Capital Advisory LLC
Luigi Cattaneo is a CFA® charterholder with 12 years of industry experience. He has worked at Focus Investment Advisor, LLC and has been with CSS Capital Advisory LLC since 2014. Outside of his advisory role, he is involved with Aeneas Corp Services LLC, a business focused on profit distribution. CSS Capital Advisory serves a small client base of primarily high-net-worth individuals, charitable, and corporate clients, providing customized, fee-based portfolio management. The firm employs both discretionary and non-discretionary strategies, combining fundamental and technical analysis and utilizing a range of complex instruments, including hedge funds and emerging-market investments, with a notable international orientation.
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