linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Capital CS Group, LLC

Headquartered in IRVINE, CA

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Capital CS Group, LLC is an investment advisor registered with the SEC. They have a main office in Irvine, CA and their website is CapitalCSGroup.com. Capital CS Group offers portfolio management services for both businesses and individuals, as well as financial planning and pension consulting. They primarily serve high-net-worth individuals, corporations, and pension and profit-sharing plans. The firm has regulatory assets under management of $175,440,699.

Capital CS Group, LLC

15375 BARRANCA PARKWAY

IRVINE, CA 92618

$175.44M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio monitoring

Portfolio monitoring

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

CAPITAL CS GROUP, LLC has a total of 2 branch locations across the country.
location

IRVINE, CA

location

Corona, CA

Advisors at Capital CS Group, LLC

View All 3 Advisors
Unclaimed
Todd Jared Carbone

RA

IRVINE, CA

View Profile
Unclaimed
Amy Marie McGinnis

RA

IRVINE, CA

View Profile
Unclaimed
Jessica Ann McConnell

RA

IRVINE, CA

View Profile
Unclaimed
Thomas Jennings Neja

RA

Corona, CA

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Capital CS Group, LLC is right for you?

Disclosures

There are no public disclosures for Capital CS Group, LLC.

Frequently Asked Questions (9)

Not sure if Capital CS Group, LLC is right for you?