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CAPITAL CS GROUP, LLC
CRD 304523 · SEC 801-120526
15375 BARRANCA PARKWAY, SUITE G-110, IRVINE, CA, 92618, United States
Phone
949-447-5405
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$227.3M
Discretionary AUM
$214.8M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPORTFOLIO MONITORING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $42.5M |
| High net worth individuals | 21 | $39.4M |
| Corporations/business entities | 203 | $144.6M |
States served
CA, GA, LA, NJ, TX, CT, FL
All web addresses on file
- https://www.linkedin.com/company/capital-cs-group-llc/
- HTTPS://WWW.INSTAGRAM.COM/CAPITALCSGROUP/
- HTTPS://X.COM/CAPITALCSGROUP1
- https://www.youtube.com/channel/UCmBYFPz9V4o6TgZYSEIbbJQ
- HTTPS://WWW.CAPITALCSGROUP.COM
- HTTPS://WWW.FACEBOOK.COM/CAPITALCSGROUP/
- https://www.linkedin.com/in/jessica-mcconnell-731371136/
- https://www.linkedin.com/in/todd-carbone-816370136/
- https://www.linkedin.com/in/amy-mcginnis-5b8230114/
Official SEC filing: View on IAPD