DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CS ADVISORS INC.

CRD 130729

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:264bcbb5-f3e5-f1c9-cb9d-4f09b033edea

Data as of Feb 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 26, 2012 to Feb 13, 2026
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $118MItem 5.F on the latest filing (2026-02-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $118M
Private client RAUM: $113MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $39.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 322
Individual clients: 35
High net worth clients: 62
SEC number: 801-135242
CRD: 130729
Filings on the tape: 4
First filed: Mar 26, 2012
Latest filed: Feb 13, 2026
Organised: Corporation, FL
Website: csadvisorsinc.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
STEVEN LAWRENCE SHERMAN	n/a	BOCA RATON, FL	24	25	n/a	no
Pau Delgado Rodriguez	n/a	BOCA RATON, FL	6	13	n/a	no
CHRISTOPHER ELDREN PIERCE NALLEY	Certified Financial Planner	BOCA RATON, FL	6	21	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SHERMAN, STEVEN, LAWRENCE	President	E	yes	08/2002	Mar 26, 2012	Apr 27, 2012

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 13, 2026	$118M	$118M	3	3	0	n/a	n/a
2011	Mar 26, 2012	$45.0M	$45.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$118M	n/a	n/a	n/a	n/a	3	n/a	0	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
REGAL INVESTMENT ADVISORS LLC	2	Sep 24, 2019	Oct 15, 2019	BOCA RATON, FL	Team lift out	Other	66.7%

Relationships

Registered with (5)

← CHRISTOPHER ELDREN PIERCE NALLEYAdvisorregistration: current employment
Jun 8, 2020 to presentfactForm ADV
← Pau Delgado RodriguezAdvisorregistration: current employment
Mar 18, 2020 to presentfactForm ADV
← STEVEN LAWRENCE SHERMANAdvisorregistration: current employment
Sep 6, 2002 to presentfactForm ADV
← Alfred Eugene TownsendAdvisorregistration: previous registration
Jan 25, 2016 to Sep 24, 2019factForm ADV
← ALFRED EUGENE TOWNSENDAdvisorregistration: previous registration
Aug 27, 2014 to Sep 24, 2019factForm ADV

Moved with (1)

→ REGAL INVESTMENT ADVISORS LLCRegistered adviser2 advisors, team lift out, same day
Sep 24, 2019 to Oct 15, 2019factForm ADV

Controls (1)

← SHERMAN, STEVEN, LAWRENCEOwnerPRESIDENT, ownership code E, individual
Mar 26, 2012 to Apr 27, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:264bcbb5-f3e5-f1c9-cb9d-4f09b033edea
First observed: Mar 26, 2012
Last observed: Feb 13, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CS ADVISORS INC.

CRD 130729

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:264bcbb5-f3e5-f1c9-cb9d-4f09b033edea

Data as of Feb 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:10 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STEVEN LAWRENCE SHERMAN

n/a

BOCA RATON, FL

n/a

Pau Delgado Rodriguez

n/a

BOCA RATON, FL

n/a

CHRISTOPHER ELDREN PIERCE NALLEY

Certified Financial Planner

BOCA RATON, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SHERMAN, STEVEN, LAWRENCE

President

yes

08/2002

Mar 26, 2012

Apr 27, 2012

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 13, 2026

$118M

n/a

2011

Mar 26, 2012

$45.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$118M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

REGAL INVESTMENT ADVISORS LLC

Sep 24, 2019

Oct 15, 2019

BOCA RATON, FL

Team lift out

Other

66.7%