CAPITAL CS GROUP, LLC

15375 Barranca Parkway
Suite G-110
Irvine, California 92618
Tel: 949-447-5405

About CAPITAL CS GROUP, LLC

CAPITAL CS GROUP, LLC, formally registered with the SEC as CAPITAL CS GROUP, LLC. The firm was established in 03/15/2021. They have over 4 offices throughout the country.

CAPITAL CS GROUP, LLC is a Irvine, California based Financial Planning firm with nearly $175,440,699 assets under management, offering retirement planning & investment advisory services to 473 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304523
SEC#	801-120526
Assets Managed by Firm	$175,440,699
No. of Clients	473
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (PORTFOLIO MONITORING)

Firm Client Information

	No. of Clients	AUM
Firm Total	473	$175,440,699
Individuals (other than high net worth individuals)	101	$37,419,887
High net worth individuals	23	$56,599,485
Pension and profit sharing plans	Fewer than 5 clients	$702,055
Corporations or other businesses	106	$80,719,272

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