CAPITAL STRATEGIES GROUP, LLC

RIASEC Registered

Total AUM

$103M

Discretionary

$103M

100% of AUM

Avg account

$251K

Accounts

410

Employees

Advisory reps

Firm details

Headquarters: TEMPE, Arizona
CRD number: 140120
Website: www.csgplanners.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals52.33%
HNWI43.54%
Pension & Profit Sharing Plans2.65%
Corporations / Businesses1.34%
Charitable Organizations0.15%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

Capital Strategies Group, LLC is an independent Registered Investment Adviser organized as an LLC and owned by an individual. The firm serves both individuals and families as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting, and publishing periodic investment-related commentary. Its compensation combines percentage-of-assets-under-management fees with fixed-fee engagements. The adviser does not identify as an active ESG investor and does not operate as a multi-state or newly formed adviser. The firm lists an affiliation with an insurance company.