AdvisorRanked
95
Clean

CSL CAPITAL MANAGEMENT, L.P.

440 LOUISIANA STREET, HOUSTON, TX 77002
Fiduciaryfee-onlySEC Registered
281-407-0693 HTTP://WWW.CSLENERGY.COM/ CRD #158340
$145M
Assets Managed
4
Clients
8
Employees
14
Years Active
since 2012

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46108. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 14 years.

Firm Details

Legal NameCSL CAPITAL MANAGEMENT, L.P.
CRD Number#158340
SEC RegisteredYes
Registration Date2012-03-30
States RegisteredTX
Assets Under Management$145M
Number of Clients4
Employees8
Compensation Typefee-only
Last ADV Filing46108

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Frequently Asked Questions

Is CSL CAPITAL MANAGEMENT, L.P. a fiduciary?

Yes. CSL CAPITAL MANAGEMENT, L.P. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does CSL CAPITAL MANAGEMENT, L.P. charge clients?

CSL CAPITAL MANAGEMENT, L.P. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does CSL CAPITAL MANAGEMENT, L.P. have any complaints?

No. CSL CAPITAL MANAGEMENT, L.P. has zero complaints or disciplinary actions on file with the SEC or FINRA across 14 years of operation.

How does CSL CAPITAL MANAGEMENT, L.P. compare to other advisors in HOUSTON?

CSL CAPITAL MANAGEMENT, L.P. has a Red Flag Score of 95/100. There are 235 registered advisory firms in HOUSTON. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46108. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.