CST FINANCIAL ADVISORY LLC

CST FINANCIAL ADVISORY LLC is an SEC-registered investment adviser (CRD 324035). Regulatory assets under management: $24.7M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 324035
• Type: Registered investment adviser
• Phone: 214-308-5066
• Latest filing: 2026-07-10
• Regulatory AUM: $24.7M
• Discretionary AUM: $24.4M
• Non-discretionary AUM: $300K
• Clients: 1
• Accounts: 61

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324035 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search