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Capital Cs Group, LLC

● SEC registered since 2021CRD 304523SEC# 801-120526Irvine, CA
Export (members)
Reg. AUM
$175.4M
Employees
3
Accounts
473
Location
Irvine, CA

Capital Cs Group, LLC assets under management

Capital Cs Group, LLC is a registered investment adviser overseen by the SEC based in Irvine, CA. The firm has been registered since 2021. It reports $175.4 million in regulatory assets under management and employs 3 people.

Capital Cs Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jessica Ann McConnell ControlManaging Partner & Chief Compliance Officer50-75%2019
Todd Jared Carbone ControlManaging Partner & Senior Portfolio Manager50-75%2022

Frequently asked questions

How much does Capital Cs Group, LLC manage?

Capital Cs Group, LLC reports $175.4 million in regulatory assets under management on its Form ADV.

How many employees does Capital Cs Group, LLC have?

Capital Cs Group, LLC reports 3 employees.

Where is Capital Cs Group, LLC located?

Capital Cs Group, LLC is based in Irvine, CA and has been SEC-registered since 2021.

Does Capital Cs Group, LLC disclose fund performance?

Capital Cs Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address15375 Barranca Parkway, Suite G-110, Irvine, CA 92618
Phone949-447-5405
Office hours9a.m. - 5p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1830008
Discloses disciplinary historyNo

Assets under management

Discretionary$159.3M
Non-discretionary$16.2M
Total (RAUM)$175.4M