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CAPITAL STRATEGIES GROUP, LLC
CRD 140120 · SEC 801-69268
2151 E. BASELINE ROAD, SUITE 101, TEMPE, AZ, 85283, United States
Phone
480-635-4050
Fax
480-635-4051
Registration
— (—)
Source
State registered
Total AUM
$102.8M
Discretionary AUM
$102.8M
Team
5 total employees; 3 advisory reps; 15 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 214 | $53.8M |
| High net worth individuals | 14 | $44.7M |
| Pension/profit sharing plans | 6 | $2.7M |
All web addresses on file
Official SEC filing: View on IAPD