# Capital CS Group, LLC

> Capital CS Group, LLC is an SEC-registered investment advisory firm in Irvine, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 6, 2026.

- CRD: 304523
- Filed as: CAPITAL CS GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304523
- AdvisorCensus page: https://advisorcensus.com/firm/capital-cs-group-llc-irvine-ca-304523

## Quick answers

**How is Capital CS Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Capital CS Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Capital CS Group, LLC located?**
Capital CS Group, LLC's principal office is in Irvine, CA, according to its Form ADV.

**Is Capital CS Group, LLC registered with the SEC or a state?**
Capital CS Group, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 304523.

**How much does Capital CS Group, LLC manage?**
Capital CS Group, LLC reports $227,302,570 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (94% discretionary).

**How have Capital CS Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Capital CS Group, LLC: Regulatory assets under management: $128,949,953 in the October 2021 data and $227,302,570 in the October 2026 data, up 76%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Capital CS Group, LLC serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (203); individuals (other than high net worth individuals) (104); high net worth individuals (21).

**Which custodians does Capital CS Group, LLC use?**
Capital CS Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Capital CS Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304523

**What changed in Capital CS Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $175,440,699 to $227,302,570 (+30%). Registered or notice-filed in NJ.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $227,302,570
- Discretionary: $214,772,723
- Non-discretionary: $12,529,847

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 104 | $42,533,970 |
| High net worth individuals | 21 | $39,416,488 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $740,428 |
| Corporations or other businesses not listed above | 203 | $144,611,684 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, GA, LA, NJ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capitalcsgroup.com
- Facebook @CAPITALCSGROUP
- Instagram @CAPITALCSGROUP
- LinkedIn @capital-cs-group-llc
- LinkedIn @amy-mcginnis-5b8230114
- LinkedIn @jessica-mcconnell-731371136
- LinkedIn @todd-carbone-816370136
- X @CAPITALCSGROUP1
- YouTube @UCmBYFPz9V4o6TgZYSEIbbJQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $128,949,953 | 3 | February 11, 2021 |
| October 2022 | $160,765,375 | 4 | September 15, 2022 |
| October 2023 | $122,241,731 | 3 | September 19, 2023 |
| October 2024 | $129,503,366 | 3 | September 24, 2024 |
| October 2025 | $175,440,699 | 3 | February 13, 2025 |
| October 2026 | $227,302,570 | 3 | August 6, 2026 |

Regulatory assets under management: $128,949,953 in the October 2021 data and $227,302,570 in the October 2026 data, up 76%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $175,440,699 to $227,302,570 (+30%).
- Registered or notice-filed in NJ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital CS Group, LLC (CRD 304523): Form ADV filing data as of October 2026.