Capital Strategies Investment Group LLC
CRD 150091SEC# 801-70212Oakbrook Terrace, IL
No longer SEC-registered. Capital Strategies Investment Group LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$21.29B
Employees
23
Accounts
1,069
Location
Oakbrook Terrace, IL
Capital Strategies Investment Group LLC assets under management
Capital Strategies Investment Group LLC is a registered investment adviser overseen by the SEC based in Oakbrook Terrace, IL. It reports $21.3 billion in regulatory assets under management and employs 23 people.
Capital Strategies Investment Group LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alison Anne Bettonville Control | Member | Under 5% | 2015 |
| Barbara Best Revocable Trust Dated December 31, 2015 Control | Member | 50-75% | 2019 |
| Barbara Jean Best Control | Chief Compliance Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Capital Strategies Investment Group LLC manage?
Capital Strategies Investment Group LLC reports $21.3 billion in regulatory assets under management on its Form ADV.
How many employees does Capital Strategies Investment Group LLC have?
Capital Strategies Investment Group LLC reports 23 employees.
Where is Capital Strategies Investment Group LLC located?
Capital Strategies Investment Group LLC is based in Oakbrook Terrace, IL.
Does Capital Strategies Investment Group LLC disclose fund performance?
Capital Strategies Investment Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Parkview Plaza, Suite 620, Oakbrook Terrace, IL 60181 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$21.29BNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$21.29Bregulatory AUM
Discretionary $5.29BNon-discretionary $16B