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CSM ADVISORS LLC

UEI: M31CBWSAJVZ9CAGE: 8MA07

CSM ADVISORS LLC is a federal contractor, registered under UEI M31CBWSAJVZ9 and CAGE code 8MA07. It has been awarded $1,145,888 across 3 federal contracts. Primary work spans Portfolio Management and Portfolio Management and Investment Advice. Top awarding agencies include Pension Benefit Guaranty Corporation.

Contact Information

Registration and classification details

Phone+1 (555) 000-0000

Websitewww.csmckee.com

Address123 Main St, City, ST 12345

Registration

UEI Code

M31CBWSAJVZ9

CAGE Code

8MA07

Entity Structure

Partnership or Limited Liability Partnership

Established

N/A

Business Classifications

Self Certified Small Disadvantaged BusinessFor Profit OrganizationLimited Liability Company

NAICS Codes

523940Portfolio Management and Investment Advice(Primary)

Federal Contracting Overview

Award totals, agency breakdown, NAICS distribution, and geographic footprint.

AI Capability Profile

CSM ADVISORS LLC specializes in asset management and investment advisory services tailored to federal fiduciary obligations, with a demonstrated focus on portfolio strategy, risk mitigation, and long-term financial stewardship for government-backed retirement programs. The firm provides institutiona...

Key Performance Metrics

Awards Count

0

All time

Active

0

Currently performing

Completed

0

Past period of performance

Total Awards

All time

Contracts

Prime · all time

Subcontracts

Sub · all time

Grants

Prime · all time

Subgrants

Sub · all time

Award Analytics & Distribution

Awards by Agency

Pension Benefit Guaranty Corporation$1.1M100%

Awards by NAICS

523920 - Portfolio Management$1.0M88.6%

523940 - Portfolio Management and Investment Advice$130.7K11.4%

Awards by Agency Over Time

Awards by Place of Performance

Open opportunities in CSM ADVISORS LLC's top NAICS codes and agencies

Investment Management and Consulting

Solicitation # STATE 0000000480SL

The State of Missouri, through the Office of Administration’s Division of Purchasing on behalf of the State Treasurer’s Office, is soliciting proposals for investment management and consulting services under solicitation number STATE 0000000480SL, with a NAICS code of 523940. Proposals must be submitted electronically via MissouriBUYS by the deadline of August 5, 2026, at 7:00 PM Central Time, and hardcopy submissions are explicitly prohibited. The resulting contract will be a Blanket Purchase Agreement with an initial term of two years, subject to two optional one-year renewals at the sole discretion of the Division of Purchasing, with renewal pricing capped at the rates established in the original contract’s Exhibit C. The primary purpose of the contract is to provide non-discretionary investment advisory services focused on the safety of principal, liquidity, and yield, with cash management and liquidity coordination as the central element. Services include investment recommendations, portfolio strategy support, trade execution, risk management, compliance oversight, reporting, and operational continuity, all performed under the direction of the State Treasurer or their designee in Jefferson City, Missouri. Vendors must comply with a comprehensive set of statutory, regulatory, and operational requirements, including adherence to the Missouri Sunshine Law and Open Records Act, which mandate public disclosure of all submitted materials and contract documents. Contractors must affirm they will not knowingly employ unauthorized aliens and are required to enroll in E-Verify and provide their Company ID number. Financial records must be maintained for five years following final payment or audit completion, using GAAP or IFRS standards, and must be preserved indefinitely if under litigation or audit. The contractor must maintain adequate liability insurance naming the State of Missouri as an additional insured and provide proof prior to performance. Key personnel requirements include a government relationship manager with at least three years of public-sector experience and a primary investment manager with ten years of relevant experience. Substitutions for key personnel require prior written approval and must offer equivalent or superior qualifications. Proposals are evaluated using a weighted scoring system totaling 270 points, prioritizing technical approach (150 points), experience and past performance (70 points), cost (40 points), and MBE/WBE participation (10 points), with an additional 15-point preference for Organization for the Blind and Sheltered Workshops and a 3-point preference for Service-Disabled Veteran Business Enterprises. Mandatory business compliance exhibits include Missouri tax compliance, business registration, work authorization

PROC OA DIVISION OF PURCHASING PROCUREMENTS

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RFP 26-1396 Investment Advisory Services

Solicitation # 26-1396

The Brazos River Authority is seeking qualified firms to provide Investment Advisory Services through solicitation number 26-1396, which was posted on August 4, 2026, and requires proposals to be submitted by 4:00 PM on August 31, 2026. This solicitation is open to all eligible vendors without any specific set-aside preferences and is classified under a state, local, or educational government agency type. Proposals must demonstrate expertise in managing and advising on investment portfolios aligned with the authority’s financial objectives, including asset allocation, risk management, performance monitoring, and compliance with fiduciary standards. The work will be performed in Texas, with no specific city designated for performance location. All inquiries and submissions should be directed through the designated point of contact, Bryan Gray, or Clarissa Cabrera, Purchasing Manager, both reachable at 254-761-3123 via email at bryan.gray@brazos.org and clarissa.cabrera@brazos.org respectively. Meagan Nix, Purchasing Agent, serves as a secondary contact. Interested parties must access the complete solicitation details and submit responses exclusively through the Texas SmartBuy portal at the provided URL. Proposers are expected to include detailed methodologies, team qualifications, references, fee structures, and evidence of regulatory compliance and prior experience managing public sector investment assets.

BRAZOS RIVER AUTHORITY

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RFQ: Public Investment Advisory Services

Solicitation # 204-07312026

Brushy Creek Municipal Utility District is soliciting qualified firms to provide Investment Advisory Services under the Texas Public Funds Investment Act and Government Code Chapter 2256, requiring strict adherence to fiduciary standards and independent, objective guidance. The selected firm must prioritize the safety, liquidity, and yield of public funds in that exact order, ensuring prudent management aligned with legal and financial best practices. Proposals must include a Statement of Qualifications and a proposed contract, with all submissions due by August 14, 2026, at 11:00 PM CT. The solicitation, numbered 204-07312026, was posted on July 31, 2026, and is open to firms capable of demonstrating experience in managing municipal public funds with a proven record of compliance and performance. All services are to be performed for the District located in Round Rock, Texas, with inquiries directed to Lori Brown as the primary point of contact and Monica Henderson as the accounting liaison.

BRUSHY CREEK MUNICIPAL UTILITY DISTRICT

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Financial Advisor Services

Solicitation # 227001RFP

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RFQ/Actuarial & Financial Reporting Services

Solicitation # 200973

The City of Chattanooga, Tennessee, acting through its General Pension Board of Trustees, is seeking qualified firms to provide actuarial and financial reporting services for the City of Chattanooga General Pension Plan and the Other Post-Employment Benefits Trust. The selected firm will serve as the retained actuary, responsible for conducting annual valuations, preparing financial reports required for the City’s financial statements, and delivering ongoing consulting services related to pension and OPEB obligations. This engagement is critical to maintaining the financial integrity and compliance of these defined benefit plans. Firms interested in this opportunity must submit sealed Statements of Qualifications by the deadline of August 14, 2026, in response to solicitation number 200973, which was posted on July 12, 2026. The procurement is managed by the City of Chattanooga Business Unit, and all inquiries should be directed to Debbie J Talley at dtalley@chattanooga.gov. The services will be performed within the State of Tennessee, and while no specific set-aside or NAICS code is listed, the contract seeks experienced professionals with demonstrated expertise in public sector pension and OPEB actuarial services.

City of Chattanooga Business Unit

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RFP-171-260000002293-2 | Investment Consulting Services RFP

Solicitation # 260000002293

The Michigan Department of Treasury’s Office of Investment Management, under the Michigan Department of Technology, Management and Budget, is soliciting proposals for investment consulting services through RFP-171-260000002293-2. The solicitation is open to qualified firms capable of providing comprehensive investment advisory support to the State of Michigan’s pension and trust funds, with services expected to span various locations across the state. Proposals must be submitted no later than August 19, 2026, at 7:00 PM Eastern Time, and all responses should be submitted via the state’s procurement portal, with online access provided through the official Michigan procurement website. The contract is not subject to any specific small business set-asides, and no NAICS code has been designated, allowing for broad participation from experienced institutional investment consultants. The point of contact for questions and further information is Adam Ashley, reachable at ashleya2@michigan.gov or 517-855-1376, with additional support provided by the DTMB office. Proposals will be evaluated based on the firm’s expertise in managing large-scale public pension assets, strategic asset allocation, risk management, performance analysis, and demonstrated experience working with state-level entities. While the place of performance is listed as various locations across Michigan, service delivery may require regular interaction with state officials at the agency’s central location. All interested parties are encouraged to review the full solicitation on the Michigan procurement portal to understand evaluation criteria, required documentation, and contractual expectations before submitting responses.

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Investment Management Services

Solicitation # 717-26-766

Texas Southern University is seeking investment management services through a solicitation issued on July 30, 2026, with responses due by August 13, 2026, at 5:00 PM. The opportunity is categorized under the SLED market segment and is open to qualified providers capable of delivering professional investment management solutions. The contract will be performed in Texas, with no specific city or zip code designated for performance location. Primary contact for inquiries is Gregory Williams, reachable via phone at 713-313-4350 or email at gregory.williams@tsu.edu. All submissions and related communications must be directed through the official Texas SmartBuy portal using the provided link. No set-aside type or NAICS code has been specified, indicating this is an open competition without demographic or size-based restrictions.

Texas Southern University

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RFP 2026-P17 Investment Advisor

Solicitation # RFP 2026-P17

Hays County, Texas is soliciting proposals from qualified investment advisory firms registered with the Securities and Exchange Commission and the Texas State Securities Board to serve as the official investment advisor to the County Treasurer and Investment Committee. The selected firm will manage an investment portfolio valued at approximately $80 million, with the primary objective of optimizing interest income in full compliance with the County’s Investment Policy and applicable Texas state laws. The County is looking for a responsive, attentive partner that can provide expert guidance while maintaining a cost-effective approach, seeking the proposal that delivers the greatest overall advantage relative to price and service quality. Proposals must be submitted by August 25, 2026, and all firms must demonstrate regulatory compliance and a proven ability to deliver tailored investment strategies aligned with public fund management standards. Inquiries and submissions should be directed to Stephanie Hunt, Purchasing Agent, or Zachary Farnsworth, Contract Specialist, through the official contact channels provided.

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University of Alberta - Request for Proposal - RFP 2026-0108 Multi-Year Endowment Optimization Review

Solicitation # AB-2026-05381

The University of Alberta is seeking an external contractor with specialized expertise in trust law and endowment management to conduct a comprehensive review of underutilized endowments within its portfolio. These endowments, managed primarily by the Office of the Vice-President (External Relations) and allocated across academic Faculties and University-wide service units, have accumulated multi-year unspent funds due to restrictive donor terms, changes in academic priorities, or evolving institutional needs. The contractor will be tasked with a risk-aware analysis to identify opportunities for optimizing these endowments while ensuring full compliance with legal and fiduciary obligations, respecting donor intent, and aligning with the University’s strategic goals. The review will require deep understanding of charitable trust structures, investment limitations, and the regulatory frameworks governing endowment distributions. The solicitation, identified as RFP 2026-0108 with reference number AB-2026-05381, was posted on July 29, 2026, and responses are due by August 26, 2026. All work will be performed in Alberta, Canada, and interested vendors must submit proposals through the University’s procurement platform. Jennifer O’Brien, Procurement Specialist, is the point of contact for inquiries and can be reached via email or phone. The contractor will be expected to deliver actionable recommendations that balance financial sustainability, legal integrity, and academic relevance, enabling the University to responsibly reallocate underused endowment resources to meet current and future institutional priorities without compromising donor agreements or legal responsibilities.

University of Alberta

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Employees Retirement System of Texas Request for Qualifications to Provide Public Equity Investment Advisory Services RFQ No. 26-15426-001

Solicitation # 26-15426-001

The Employees Retirement System of Texas is seeking qualified public equity investment advisory firms through a Request for Qualifications with solicitation number 26-15426-001, aimed at identifying advisors capable of delivering services aligned with its current investment strategy as outlined in Appendix D. Interested firms must have submitted their firm and strategy data to eVestment by August 11, 2026, to be considered for initial review; no further action is required unless contacted by ERS. Only those responding firms that meet the minimum qualifications detailed in Section D of the RFQ will be invited to submit a formal response, with evaluations conducted according to the process outlined in Section E. The selected advisor will enter into a contract dictated by ERS, with terms allowing for termination as specified, and no obligation is assumed by ERS to award a contract based on this solicitation. ERS retains full discretion to reject proposals that fail to comply with the RFQ’s requirements, revise any terms prior to contract execution, or rebid the opportunity at any time if deemed in the best interest of the system, its members, or the state of Texas. All costs associated with preparing a submission are borne solely by the respondent, and ERS will not reimburse any expenses. The solicitation was posted on July 28, 2026, and the deadline for data submission is August 11, 2026, with future RFQs expected to be posted on the ESBD portal with updated investment strategy details. General inquiries should be directed to the Office of Procurement and Contract Oversight at ivendorquestions@ers.texas.gov, while Susan Thomas at the ERS office in Austin serves as the primary point of contact.

Employees Retirement System of Texas

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Vaccine Exchange ServicesThe District of Columbia Department of Health has issued a forecast for vaccine exchange services aimed at establishing a framework for provider payment related to vaccination services. This initiative is designed to ensure accurate and timely compensation to healthcare providers who administer vaccines, facilitating consistent access to immunization programs across the district. Although specific details such as solicitation numbers, NAICS codes, or set-aside classifications are not yet defined, the forecast indicates an upcoming procurement process focused on administrative and financial mechanisms for vaccine distribution and reimbursement. The place of performance and organizational details remain unspecified, but the contract will operate under the authority of the District of Columbia’s health agency, suggesting that services will be delivered within local healthcare systems and public health infrastructure. The forecast, posted in July 2026, serves as a precursor to a formal solicitation, allowing interested vendors and service providers to prepare for potential participation. Stakeholders should anticipate requirements around data reporting, payment validation, compliance with public health protocols, and integration with existing immunization tracking systems to support efficient and equitable vaccine distribution.

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Financial Services in support of Department of Foreign Affairs Trade and Development’s Blended Finance Programing using repayable finance instruments

Solicitation # 27-316970

The Department of Foreign Affairs, Trade and Development is seeking specialized financial services to support its international climate finance initiatives and the International Assistance Innovation Program through repayable financial instruments. This task-based professional services acquisition is structured under the E60ZT-18TSPS Supply Arrangement, restricted to qualified Tier 1 suppliers with experience in project management services and a minimum contract value threshold of $4.5 million. The contract requires the provision of financial specialists at three levels—Junior, Intermediate, and Senior—with base effort allocations of 46, 50, and 51 days respectively, and optional extensions of 21, 25, and 24 additional days per level. Work is to be performed in the National Capital Region, Canada, with the contract period extending to March 31, 2028 and an option for a one-year extension. All personnel must hold SECRET security clearance and handle information classified as PROTECTED B in accordance with strict safeguarding protocols. Services include due diligence, financial modeling, risk management, and advisory support during investment negotiations to ensure strategic and technically sound implementation of blended finance vehicles. The solicitation is open only to entities eligible under the TSPS Supply Arrangement, with no set-aside for Indigenous suppliers or socioeconomic categories. Proposals must be submitted via email to the Contracting Authority by August 7, 2026, at 2:00 PM EDT, and must comply with bilingual submission requirements under Canadian official languages policy. The procurement adheres to international trade agreements including CETA, CPTPP, CKFTA, and WTO-AGP, ensuring non-discriminatory sourcing. No unit prices or estimated contract value are specified in the solicitation, and evaluation criteria, payment details, and inspection procedures are not detailed beyond the technical scope and security requirements.

Department of Foreign Affairs, Trade and Development

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Financial Advisory Services

Solicitation # 26-07-02

The Lone Star College System is seeking Financial Advisory Services through a competitive solicitation process to support its financial operations as it serves over 80,000 credit students annually across 24 locations in the greater Houston area. The solicitation, identified as RFP 26-07-02, is open for submissions from the posting date of July 20, 2026, until August 10, 2026, at 10:00 a.m. CST, with all proposals required to be submitted electronically through the LSCS eBid system. The contract will engage a vendor to provide advisory services structured around fixed and variable fee tiers based on the total value of managed financial instruments, with brackets ranging from under $1 million to over $500 million. Pricing includes fixed fees for specific asset ranges and a variable fee of $5,000 per $5,000 of managed value, alongside hourly rates for Managing Directors and Consultants, though the latter are not specified. Evaluation will prioritize purchase price at 25% of the total score, followed by how well the services meet system needs (20%), bidder reputation (15%), quality of service (15%), and other factors such as past performance, total long-term cost, and Texas presence, each weighted accordingly. While the solicitation does not reference Federal Acquisition Regulation clauses, it imposes state-specific legal obligations including certifications regarding federal debarment, compliance with Texas laws prohibiting boycotts of Israel and firearm entities, and prohibition of involvement with abortion providers. Vendors must submit an executed W-9 form and, if contract value exceeds $1 million, a certified Form 1295 with the Texas Ethics Commission. Performance is to occur at any LSCS location within Texas, with delivery terms specified as F.O.B. destination. Bonding requirements mandate performance and payment bonds for contracts over $100,000 and $25,000 respectively, issued by sureties listed in U.S. Treasury Circular 570. All proposers must certify they are not debarred or suspended, have completed mandatory Code of Ethics training, and are not engaged in prohibited activities under Texas law. No specific period of performance is stated, but the system reserves the right to adjust contract scope and quantities based on funding availability, and the award will be made through a best-value trade-off process rather than a lowest-price technically acceptable method. The primary point of contact for

Lone Star College

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Troup County Recreation Endowment Fund Investment RFP

Solicitation # PE-77030-NONST-2027-000000028

Troup County Board of Commissioners is soliciting proposals for investment management and administrative services for the Troup County Recreation Endowment Fund, which had a value of $11,125,362.74 as of June 30, 2026. Proposals must be submitted by 2:00 p.m. EST on Thursday, August 20, 2026, in five paper copies and one digital copy to the Purchasing Director at the designated county address. All inquiries must be emailed exclusively to Ramona Gillham by 5:00 p.m. EST on Monday, August 10, 2026, with responses to questions posted publicly on the county’s purchasing website. The solicitation, identified as PE-77030-NONST-2027-000000028, requires adherence to the county’s Investment Policy and Annual Statement, and all information provided is to be treated as confidential.

Troup County Board of Commissioners

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Texas Local Government Investment Pool Investment Management and Related Services

Solicitation # 240L

The Texas Comptroller of Public Accounts, acting on behalf of the Texas Treasury Safekeeping Trust Company, is soliciting proposals to manage two local government investment pools—TexPool and TexPool Prime—through a turnkey investment management services contract. The solicitation, numbered 240L, invites qualified independent firms to provide comprehensive investment management and related services tailored to these pooled funds, which serve Texas local governments seeking safe, liquid, and yield-optimized investment solutions. Proposals must address the full scope of services required, including portfolio construction, risk management, compliance, reporting, and operational support, all aligned with the Trust Company’s investment objectives and fiduciary standards. Interested parties must submit responses by September 2, 2026, at 8:00 PM CT, with proposals evaluated based on technical expertise, performance history, fee structure, and ability to meet operational and regulatory requirements. The contract will be awarded to a single provider capable of delivering consistent, high-quality management across both pools while maintaining the highest standards of transparency and accountability. All correspondence and inquiries should be directed to Kathleen Graham at contracts@cpa.texas.gov or 512-305-8673, and the full solicitation details are available through the Texas SmartBuy portal. The selection process emphasizes experience in managing public fund assets, demonstrated compliance with state and federal regulations, and the capacity to adapt to changing market conditions while safeguarding public capital.

Comptroller of Public Accounts

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Loan Portfolio Management

Solicitation # RFP- 26 - 283

The City of St. Petersburg manages a portfolio of over 1,000 affordable housing loans funded through federal and state programs including HUD’s HOME Investment Partnerships Program, Community Development Block Grant, and Florida’s State Housing Initiatives Partnership. These loans are critical to providing housing opportunities for low- and moderate-income residents and require rigorous oversight to ensure compliance, financial accountability, and long-term affordability. The City currently uses multiple disparate systems—Oracle for financial and program income tracking, IDIS for HUD reporting and compliance, and Neighborly for program data—and is seeking a vendor to integrate with these platforms to deliver comprehensive loan portfolio management services. The vendor must provide ongoing monitoring, financial tracking, compliance oversight, and reporting to support the City’s mission of responsible stewardship of public housing funds. The solicitation for this contract, designated as RFP-26-283, was posted on July 16, 2026, with responses due by September 1, 2026. The contract falls under the jurisdiction of the City’s Housing & Community Development department in Florida and is aimed at enhancing the efficiency and effectiveness of housing program administration. The primary point of contact is Avery Slyker, Assistant Director, with Gabriella Greiner, Procurement Analyst, serving as the secondary contact. The successful vendor will be expected to work seamlessly within the City’s existing technological infrastructure, deliver timely and accurate data insights, and help maximize the impact of limited housing resources through proactive management and transparent reporting practices.

Housing & Community Development

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Securities Transaction and Yield Optimization Advisory ServicesThe contract seeks advisory services to develop and implement investment strategies compliant with the Public Funds Investment Act, focusing on maximizing yield without compromising safety or liquidity. The selected vendor will be responsible for advising on the selection of high-rated securities and overseeing prudent portfolio management practices to ensure alignment with statutory requirements and financial objectives. The scope emphasizes disciplined investment decision-making, prioritizing credit quality, short-term maturity structures, and market liquidity to safeguard public assets while achieving optimal returns. This subcontract is issued under the NAICS code 523920 and is administered by the Finance agency of Texas, with a response deadline of August 20, 2026. The services are expected to be performed remotely or through virtual consultation, with no specified physical place of performance. The contract is open to qualified subcontractors with demonstrated expertise in public fund management and regulatory compliance, though no set-aside provisions apply. Interested parties must submit proposals through the designated portal prior to the deadline, ensuring thorough documentation of experience, methodology, and compliance frameworks.

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26-026 Financial Advisor Services

Solicitation # RFP-124489

Botetourt County is seeking a qualified financial advisory firm to deliver comprehensive financial services focused on long-range revenue forecasting, strategic financial planning, capital funding analysis, debt advisory, and the creation of sustainable spending strategies to capitalize on current and future revenue opportunities. The services are intended to support the County’s fiscal health and long-term financial stability by providing expert guidance on managing resources, optimizing funding structures, and navigating complex financial decisions. Proposals must be submitted through the Bonfire eProcurement portal by 7:00 PM ET on August 20, 2026, with all questions required to be submitted by 5:00 PM ET on August 4, 2026, via email to Purchasing@botetourtva.gov or through the same portal. Detailed solicitation documents, including requirements and submission guidelines, are available on the Bonfire portal at https://botetourtva.bonfirehub.com/portal/?tab=openOpportunities. The contract, identified as RFP-124489 and titled 26-026 Financial Advisor Services, was posted on July 16, 2026, and is managed by Stephanie Sparks, who can be reached at 540-928-2106 or ssparks@botetourtva.gov for inquiries. Performance of services will be centered in Botetourt County, Virginia.

Botetourt County

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