DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C• M••••
Legal name C•• A•••••••• L••
Latest filing May 21, 2026
First filing on the tape Oct 16, 2019 · 20 filings
SEC status approved since Nov 15, 2019
RAUM
$12B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$3.9B
derived; firm RAUM over IAPD count
Employees
44
19 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$12B as of May 21, 2026
Mar 17, 2020$6.9B then
HNW client RAUM$0 as of May 21, 2026
Mar 17, 2020$257,703 then
State-registered IARs (5.B.3)0 as of May 21, 2026
Mar 17, 20200 then
Employees (5.A)44 as of May 21, 2026
Mar 17, 202034 then
Private funds: no history
RAUM +37% over the last fiscal year+17% a year over threeIARs 0 to 0offices 0 to 2
Practice profile
derived from the filing of May 21, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- PE backed · a Schedule A entity owner at 25 percent or more whose exact legal name is a PE fund vehicle or a classified PE sponsor on the DFX private equity graph
- RAUM per advisor
- $3.9BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $21.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 81%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 14.7derivedItem 5.A over advisors
- Advisors per office
- 1.0derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +37%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, otherreportedItem 5.G
- Ownership
- a PE fund or sponsor is a 25 percent or greater owner on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- State and municipal entities$4.2B37%
- Pension and profit-sharing plans$3.7B33%
- Insurance companies$1.2B10%
- Investment companies$1.1B9.9%
- Corporations and businesses$927M8.1%
- Charitable organizations$306M2.7%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 131reported
- Charitable clients
- 24reported
- Accounts
- 554reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.1 institutional_share=0.81 related_bd=true related_bank=true bd_reps=4.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C•••••• W••••• W•••••Chartered Financial Analyst | Warrendale, Pa | Oct 13, 2023 | 14 y | 1 |
| B•••••• A••• T•••••••Chartered Financial Analyst | Warrendale, Pa | Nov 15, 2023 | 20 y | 1 |
| T••••• C••••••• | Warrendale, Pa | Aug 6, 2026 | 14 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- T••••• C••••••• from W••••••••• C•••••• M••••••••• I••Aug 6, 2026 · Other
- B•••••• A••• T••••••• from S•••••• M•••• M••••••••• L••Nov 15, 2023 · Other
- C•••••• W••••• W••••• from S•••••• M•••• M••••••••• L••Oct 13, 2023 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from S•••••• M•••• M••••••••• L••Jun 11, 2021 · Watkinsville, Ga
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A••••• B••••• S•••• · Chief Investment Officercontrolsince 07/2023 · owns less than 5%
- C••• B••••••• W•••••• · Chief Financial Officercontrolsince 07/2023 · owns less than 5%
- G••••••••• M•••• R•••••• · Presidentcontrolsince 03/2020 · owns less than 5%
- G••••••• M•••• D•••• · Chairmancontrolsince 10/2019 · owns less than 5%
- M•••••••• A•••• E••••• · Chief Legal Officercontrolsince 10/2019 · owns less than 5%
- S•••••••• U••• A••••• · Chief Operating Officer And Chief Compliance Officercontrolsince 03/2020 · owns less than 5%
- K•••• D••••• A•••• · Managing Directorcontrolsince 01/2018 · owns F of E••••••• U•• I•• L••
- M•••••• M••••••• C•••••• · Managing Directorcontrolsince 01/2018 · owns F of E••••••• U•• I•• L••
- M•••••••• T••••••• B••••• · Managing Directorcontrolsince 01/2018 · owns F of E••••••• U•• I•• L••
Entity owners
- C•• I••••••••• H•••••••• L•• · Sole Memberdirect · owns 75% or more
- C•• G•••• H••••••• L•• · Sole Member Of C•• G•••• I••••••••• H••••••• L••indirect · owns 75% or more of C•• G•••• I••••••••• H••••••• L••
- C•• G•••• I••••••••• H••••••• L•• · Sole Member Of C•• I••••••••• H•••••••• L••indirect · owns 75% or more of C•• I••••••••• H•••••••• L••
- E••••••• C•••••• P••••••• F••• I•• L••• · Memberindirect · owns 75% or more of N•• H•••••• L••
- E••••••• G• I•• L••• · General Partnerindirect · owns F of E••••••• C•••••• P••••••• F••• I•• L•••
- E••••••• U•• I•• L•• · General Partnerindirect · owns F of E••••••• G• I•• L•••
- N•• H•••••• L•• · Memberindirect · owns 75% or more of C•• H•••••••• L••
- C•• H•••••••• L•• · Sole Member Of Csm Group Holdings, LLCindirect · owns 75% or more of C•• G•••• H••••••• L••
Related persons
Schedule D 7.A
- Anos Capital, L.L.C.broker-dealerinvestment advisern
- C• M••••investment advisernRAUM $12B
- E••••••• C•••••• M••••••••• L••investment advisernRAUM $908M
- E••••••• G• I•• L•pooled vehicle sponsorn
- E••••••• G•• L••pooled vehicle sponsorn
- G••••• C•••••• M••••••••• L••investment advisernRAUM $5.6B
- N•••• S••••• I••••••••• L••investment advisernRAUM $3.2B
- N•• R••••• A•••••••• L••investment adviseryRAUM $703M
- P•• S••••••••• L••broker-dealern
- Ptma Investment Advisorsinvestment advisernRAUM $31B
- S••••••• I••••••••• L••investment advisernRAUM $185M
- S•••••• A•••••• S••••••• L••broker-dealern
- S•••••• C•••••• A••••••• L••investment advisernRAUM $8.9B
- S•••••• I•••••••• S••••••• L••real estaten
Advisers that list C• M•••• as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Warrendale, Pa · principal | 3 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- RAUM up 25 %Change between filings · filing Feb 9, 2026RAUM (Item 5.F) moved from $8,488,853,418 to $11,652,588,296 (+37.0%) between the annual amendments of 2025-03-31 and 2026-02-09; the peer median change was +11.0% (66 comparable advisers, 91.0th percentile of changes)peers: institutional managers, $5B to $20B (66) · 91% percentile
- a•••••• count surgeChange between filings · filing Feb 9, 2026accounts (Item 5.F.2.f) moved from 260.0 to 554.0 (+113.0%) between the annual amendments of 2025-03-31 and 2026-02-09; the peer median change was +5.0% (23 comparable advisers, 100.0th percentile of changes)peers: institutional managers, $5B to $20B (23) · 100% percentile
What changed
consecutive filings, newest first
- Accounts · 529 to 554Oct 30, 2025 to Feb 9, 2026
- Advisory employees · 18 to 19Oct 30, 2025 to Feb 9, 2026
- BD registered reps · 5 to 4Oct 30, 2025 to Feb 9, 2026
- Charity clients · 20 to 24Oct 30, 2025 to Feb 9, 2026
- Pension plan clients · 129 to 131Oct 30, 2025 to Feb 9, 2026
- Employees · 43 to 44Oct 30, 2025 to Feb 9, 2026
- Other offices · 1 to 2Oct 30, 2025 to Feb 9, 2026
- Discretionary RAUM · $11B to $12BOct 30, 2025 to Feb 9, 2026
- Pension RAUM · $3.4B to $3.7BOct 30, 2025 to Feb 9, 2026
- RAUM · $11B to $12BOct 30, 2025 to Feb 9, 2026
- Related bank · false to trueOct 30, 2025 to Feb 9, 2026
- Accounts · 327 to 529May 28, 2025 to Oct 30, 2025
- Advisory employees · 20 to 18May 28, 2025 to Oct 30, 2025
- BD registered reps · 6 to 5May 28, 2025 to Oct 30, 2025
- Charity clients · 23 to 20May 28, 2025 to Oct 30, 2025
- Corporate clients · 21 to 19May 28, 2025 to Oct 30, 2025
- Pension plan clients · 123 to 129May 28, 2025 to Oct 30, 2025
- Employees · 49 to 43May 28, 2025 to Oct 30, 2025
- Discretionary RAUM · $10B to $11BMay 28, 2025 to Oct 30, 2025
- Pension RAUM · $3.1B to $3.4BMay 28, 2025 to Oct 30, 2025
- RAUM · $10B to $11BMay 28, 2025 to Oct 30, 2025
- Accounts · 260 to 327Mar 31, 2025 to May 28, 2025
- Advisory employees · 12 to 20Mar 31, 2025 to May 28, 2025
- Charity clients · 22 to 23Mar 31, 2025 to May 28, 2025
- Corporate clients · 22 to 21Mar 31, 2025 to May 28, 2025
- Pension plan clients · 56 to 123Mar 31, 2025 to May 28, 2025
- Employees · 35 to 49Mar 31, 2025 to May 28, 2025
- Financial planning clients · unset to Mar 31, 2025 to May 28, 2025
- Other offices · 0 to 1Mar 31, 2025 to May 28, 2025
- Discretionary RAUM · $8.5B to $10BMar 31, 2025 to May 28, 2025
- Pension RAUM · $1.4B to $3.1BMar 31, 2025 to May 28, 2025
- RAUM · $8.5B to $10BMar 31, 2025 to May 28, 2025
- Accounts · 257 to 260Mar 28, 2024 to Mar 31, 2025
- Charity clients · 25 to 22Mar 28, 2024 to Mar 31, 2025
- Corporate clients · 20 to 22Mar 28, 2024 to Mar 31, 2025
- Pension plan clients · 50 to 56Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $7.5B to $8.5BMar 28, 2024 to Mar 31, 2025
- Pension RAUM · $702M to $1.4BMar 28, 2024 to Mar 31, 2025
- RAUM · $7.5B to $8.5BMar 28, 2024 to Mar 31, 2025
- Accounts · 259 to 257Feb 2, 2024 to Mar 28, 2024
Signals
6 dated events
- Scott Brian Allen (Chief Investment Officer) appeared on Schedule A of C• M••••Mar 28, 2024 · Control person joined · fact
- William Bradley Cox (Cfo) appeared on Schedule A of C• M••••Jun 13, 2023 · Control person joined · fact
- C• M•••• reported RAUM $9.1B, up 29% from $7.0B (2021-09-29 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Arthur Ulf Skreppen (Cco Of C•• A•••••••• L••) appeared on Schedule A of C• M••••Mar 17, 2020 · Control person joined · fact
- Richard Mark Gensheimer (President Of C•• A•••••••• L••) appeared on Schedule A of C• M••••Mar 17, 2020 · Control person joined · fact
- C•• A•••••••• L•• filed its initial SEC registration (Form ADV)Oct 16, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C• M•••• · Family Officesshared crd · office
How to reach
public business contact points only, each with its source
- Website
- csmckee.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 412-566-1234reportedpublic record, Form ADV, May 21, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $3.9Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026