Capital Cs Group, LLC
Capital Cs Group, LLC is an SEC-registered ria in Irvine, CA with $227.3M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Capital Cs Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304523, SEC 801-120526, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $227.3M (2026-03-17)
- Firm type
- Ria
- Location
- Irvine, CA
- Employees
- 3
- Clients
- 328
- CRD
- 304523
- Ownership
- MCCONNELL, JESSICA, ANN; CARBONE, TODD, JARED; SEIWERT, JESSICA, ANN; FERRANTE, MICHAEL, R
How much AUM does Capital Cs Group, LLC have?
Capital Cs Group, LLC reported $227.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Capital Cs Group, LLC?
Disclosed owners and executives of Capital Cs Group, LLC include MCCONNELL, JESSICA, ANN, CARBONE, TODD, JARED, SEIWERT, JESSICA, ANN, FERRANTE, MICHAEL, R. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.