CST Financial Advisory LLC
RIAState Registered
Total AUM
$24.7M
Discretionary
$24.4M
99% of AUM
Avg account
$405K
Accounts
61
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 324035
- Website
- cstfinancialadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.92%
- Individuals23.08%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
CST Financial Advisory LLC is an independently owned, owner-operated RIA that acts as a capital allocator for individual and family clients. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals and small businesses as well as selection of other advisers (third-party manager selection). CST is not positioned as an ESG-focused advisor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities3%
- US Government Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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