CST Advisory Services, LLC

CST Advisory Services, LLC provides referral (solicitor) services to prospective clients by introducing them to third‑party money managers; the firm does not provide portfolio management, accept custody, or report assets under management. Its brochure indicates clients may include individuals, retirement plans, charitable organizations, and businesses, but investment management and account reporting are performed by the money managers to whom clients are referred.

Rather than managing accounts directly, the firm’s role is to identify and suggest money managers and facilitate the client’s engagement with those advisors; it does not monitor the referred managers’ performance, accept investment discretion, or vote client proxies. The firm discloses that it receives compensation from the money managers for referrals and that clients will receive disclosure materials from the selected managers describing their services and fees.

Notably, the firm is affiliated through common ownership with accounting firms and emphasizes that its senior representative is a licensed CPA with prior executive roles at those affiliated firms, creating a potential channel for coordinated accounting and advisory referrals. The combination of an accounting‑firm affiliation and a solicitor‑only business model — with no in‑house portfolio management or AUM‑based fee arrangements — is a distinguishing feature relative to many peers and is disclosed as a potential conflict of interest for clients to consider.