RIA Intel›Advisers›Texas›CST FINANCIAL ADVISORY LLC

CST FINANCIAL ADVISORY LLC

Advisory

Data as of Jul 10, 2026 · Source: SEC Form ADV

Rank in TX

#2,060

of 2,813 advisers by AUM

Average account

$405K

across 61 accounts

AUM per adviser

$25M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 10, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$25M

Discretionary AUM$24M

Non-Discretionary AUM$300K

Discretionary %98.8%

Total Clients61

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, IL, NY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

61 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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