• CS2 Compliance offers services only to individuals and firms in the United States.

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      Ready for a different kind of compliance consultant?
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      Wish your consultant understood compliance in the context of running a successful business?
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      Are you looking for a consulting firm that understands all the aspects of your business, not just the regulations?
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      Starting an RIA?
  • Welcome to CS2

  • Whether you are interested in initial registration of an RIA firm or ongoing compliance and practice management support for an existing firm, you are in the right place!

    Learn more about our services and contact us today for more information.

    Read what others have to say about us in this Kitces.com blog post or in this post on RIA Biz.

    CS2 provides regulatory compliance, operations, and business consulting to Registered Investment Adviser (RIA) firms. We specialize in initial registration packages for new firms as well as providing ongoing support for existing firms via our CO-Pilot online community. 

     

     

  • MORE ABOUT US!

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  • CO-PilotLearn about our ongoing service platform and see a demonstration of CO-Pilot in action!

  • Who are we, and how are we different from other consultants?

  • Get more information or apply for membership today!