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

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

    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 for CCOs online community.


  • 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!