# Capital Strategies Group, LLC

> Capital Strategies Group, LLC is a state-registered investment advisory firm in Tempe, AZ, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 140120
- Filed as: CAPITAL STRATEGIES GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tempe, AZ
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/140120
- AdvisorCensus page: https://advisorcensus.com/firm/capital-strategies-group-llc-tempe-az-140120

## Quick answers

**How is Capital Strategies Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Capital Strategies Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Capital Strategies Group, LLC located?**
Capital Strategies Group, LLC's principal office is in Tempe, AZ, according to its Form ADV.

**Is Capital Strategies Group, LLC registered with the SEC or a state?**
Capital Strategies Group, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 140120.

**How much does Capital Strategies Group, LLC manage?**
Capital Strategies Group, LLC reports $102,754,180 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

**What types of clients does Capital Strategies Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (214); high net worth individuals (14); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Does Capital Strategies 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/140120

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $102,754,180
- Discretionary: $102,754,180
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 214 | $53,767,923 |
| High net worth individuals | 14 | $44,736,323 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $2,721,843 |
| Charitable organizations | Fewer than 5 | $154,580 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,373,511 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2012 (14 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- csgplanners.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Strategies Group, LLC (CRD 140120): Form ADV filing data as of October 2026.