CSM CAPITAL CORPORATION
SEC RegisteredWe offer unconflicted strategic advice and asset management services to a select number of U.S. and offshore families and foundations.
About the firm
CSMCC was founded in 2004 to meet the investment and family office needs of a small group of clients and principals of the firm. The firm advises clients on complex tax, estate, business, and other wealth planning issues, and is a privately-owned SEC Registered Investment Advisor.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Unconflicted strategic advice and asset management services, family office services, advice on complex tax, estate, business, and other wealth planning issues, and holistic balance sheet and income statement analysis.
Who they serve
A select number of U.S. and offshore families and foundations; typically clients with significant financial assets, often multi-generational, with a range of individual, retirement, and trust accounts.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 36 | $630M |
| Pension/Profit Sharing Plans | 2 | $0 |
| State/Municipal Entities | 13 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CSM CAPITAL CORPORATION has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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