CSS Capital Advisory LLC

CSS Capital Advisory is a registered investment adviser serving a small client base of 23 clients with approximately $60.8 million in assets under management, providing customized, fee‑based portfolio management to primarily high‑net‑worth individuals as well as charitable and corporate clients. The firm offers both discretionary and non‑discretionary account management tailored to each client’s goals, risk tolerance, and any imposed investment restrictions.

The firm combines fundamental and technical analysis and may employ a broad range of strategies, including long‑ and short‑term trading, option and futures strategies, margin, and hedging, and it allocates to onshore and offshore funds, hedge funds, high‑yield securities, and emerging‑market instruments. CSS implements portfolios actively and notes that clients may elect non‑discretionary management, with account reallocations and trading completed only with client approval in those cases.

Noteworthy aspects versus peers include that a majority of the firm’s assets are managed on a non‑discretionary basis (roughly $37.6M non‑discretionary vs. $23.2M discretionary as of December 31, 2025) and an explicit international orientation — the brochure states the firm conducts business nationally and internationally and uses offshore and non‑registered funds. The firm is relatively small (two advisors) and documents routine use of alternative and complex instruments (structured products, hedge funds, and emerging markets), features that are less common among similarly sized supported firms.