Overview
Assets Under Management: $21.3 billion
Headquarters: OAKBROOK TERRACE, IL
High-Net-Worth Clients: 179
Average Client Assets: $4 million
Frequently Asked Questions
CAPITAL STRATEGIES INVESTMENT 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 #150091), CAPITAL STRATEGIES INVESTMENT GROUP LLC is subject to fiduciary duty under federal law.
CAPITAL STRATEGIES INVESTMENT GROUP LLC is headquartered in OAKBROOK TERRACE, IL.
CAPITAL STRATEGIES INVESTMENT GROUP LLC serves 179 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, CAPITAL STRATEGIES INVESTMENT GROUP LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CAPITAL STRATEGIES INVESTMENT GROUP LLC manages $21.3 billion in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, CAPITAL STRATEGIES INVESTMENT 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 179
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.44
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,069
Discretionary Accounts: 675
Non-Discretionary Accounts: 394
Regulatory Filings
CRD Number: 150091
Last Filing Date: 2025-02-19 00:00:00
Website: https://capstratig.com