Cs Mckee
Warrendale, PA·SEC-registered · CRD #306128
Cs Mckee is an SEC-registered investment advisory firm in Warrendale, PA managing $12B across 554 client accounts, with 19 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$12B
Client accounts
554
Advisory staff
19
Fee model
Fee-only
How Cs Mckee is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL CS MCKEE
See how Cs compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Cs Mckee. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Cs Mckee? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Cs Mckee
How much does Cs Mckee manage?
Per its most recent SEC Form ADV filing (05/21/2026), Cs Mckee reports $12B in regulatory assets under management across roughly 554 client accounts.
How does Cs Mckee charge?
Cs Mckee is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Cs Mckee a fiduciary?
Yes. Cs Mckee is registered with the U.S. Securities and Exchange Commission (CRD #306128), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Cs Mckee taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Cs Mckee and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Warrendale, PA
Profile compiled from Cs Mckee's public SEC Form ADV filing (CRD #306128, filed 05/21/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cs Mckee. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Cs Mckee? Claim this profile.