Capital Cs Group, LLC
● SEC registered since 2021CRD 304523SEC# 801-120526Irvine, CA
Reg. AUM
$227.3M
Employees
3
Accounts
593
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 $227.3 million in regulatory assets under management and employs 3 people.
Capital Cs Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jessica Ann McConnell Control | Managing Partner & Chief Compliance Officer | 50-75% | 2019 |
| Todd Jared Carbone Control | Managing Partner & Senior Portfolio Manager | 50-75% | 2022 |
Frequently asked questions
How much does Capital Cs Group, LLC manage?
Capital Cs Group, LLC reports $227.3 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
| Address | 15375 Barranca Parkway, Suite G-110, Irvine, CA 92618 |
| Phone | 949-447-5405 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1830008 |
| Discloses disciplinary history | No |
Regulatory AUM
$227.3M▲ 30%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$227.3Mregulatory AUM
Discretionary $214.8MNon-discretionary $12.5M