Capital Cs Group, LLC

Capital CS Group, LLC (CCSG) is a registered investment adviser based in Irvine, CA, founded in 2019 by Jessica McConnell and Todd Carbone. The firm specializes in offering investment advisory services to high-net-worth individuals, families, trusts, estates, and businesses. CCSG provides comprehensive investment management, financial planning, and consulting services tailored to each client's individual needs. The firm primarily constructs portfolios using mutual funds, ETFs, individual stocks, and fixed income securities, with the ability to utilize alternative investments when appropriate. CCSG's investment strategy is long-term focused, but they may engage in frequent trading if consistent with the client's goals. Clients can place reasonable restrictions on their investments, subject to acceptance by CCSG. The firm does not accept or maintain custody of client funds, except for authorized deductions of fees. CCSG encourages clients to read and discuss their Disclosure Brochure, providing transparency and communication. The firm does not charge performance-based fees and acts in a fiduciary capacity, always prioritizing clients' best interests. CCSG does not have any material changes to disclose since their last annual amendment filing in March 2024. The firm does not have financial information disclosed in the brochure as they do not require prepayment exceeding $1,200, do not take custody of client funds, and have a sound financial condition. For more information, clients can contact Jessica McConnell, Chief Compliance Officer at (844) 390-2797.