CC
Css Capital Advisory Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 171711
· Miami, FL
☆ Save with Pro
ADV data as of Mar 30, 2026
- Regulatory AUM
- $60.8M
- Discretionary
- $23.2M
- Clients
- 23
- Avg AUM / client
- $2.6M
- Accounts
- 23
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 23 | $60.8M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Luigi Cattaneo | Registered representative | CFA | Feb 2015 (12y) | |
| Ricardo Fernandez | Registered representative | Feb 2023 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • SOLICITOR FEES & ALL OTHER COMP
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Xp Investments Us, Llc $34.5M (57% of AUM) Mar 2026
- Merrill Lynch $7.5M (12% of AUM) Mar 2026
- Capital Union Bank $6.5M (11% of AUM) Mar 2026
- Banca Del Sempione Overseas Ltd $4.6M (7% of AUM) Mar 2026
- Ucap Securities Llc $4.5M (7% of AUM) Mar 2026
- UBS $496K (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗