Overview
Assets Under Management: $175 million
Headquarters: IRVINE, CA
High-Net-Worth Clients: 23
Average Client Assets: $2.5 million
Frequently Asked Questions
CAPITAL CS GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304523), CAPITAL CS GROUP, LLC is subject to fiduciary duty under federal law.
CAPITAL CS GROUP, LLC is headquartered in IRVINE, CA.
CAPITAL CS GROUP, LLC serves 23 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, CAPITAL CS GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
CAPITAL CS GROUP, LLC manages $175 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, CAPITAL CS GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.26%
Average Client Assets: $2.5 million
Total Client Accounts: 473
Discretionary Accounts: 449
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 304523
Filing ID: 1931938
Last Filing Date: 2025-02-13 20:54:00