Capital Strategies Group, LLC

Capital Strategies Group, LLC, a registered investment advisor based in Tempe, AZ, was established in 2003 by Geoffrey White and Aaron Matheny. The firm specializes in providing asset management and financial planning services to individuals, small businesses, charities, trusts, and high net-worth individuals. Clients have the option of engaging in discretionary asset management services, where CSG determines investment strategies based on individual goals and risk tolerance. Financial planning services include evaluating current and future financial states, with a focus on financial goals, cash flow analysis, retirement strategies, and risk management plans. For asset management services, CSG charges tiered annual fees based on total assets under management, ranging from 0.90% to 1.25%. Financial planning fees are either fixed or ongoing, with fixed fees based on complexity and hourly rates, while ongoing fees do not exceed $600 per month. CSG does not participate in wrap fee programs and does not receive external compensation for the sale of securities. Clients have the option to grant CSG investment discretion, allowing the firm to execute transactions without specific client approval. CSG also offers held-away account services for investment guidance with outside custodians. The firm does not engage in performance-based fees or side-by-side management to avoid conflicts of interest. Geoffrey White, Aaron Matheny, and Austin Frazier serve as principal executives at CSG, with each having educational backgrounds and professional designations in financial planning. The firm's management personnel have no disciplinary actions, ensuring a commitment to unbiased and objective advice for clients. Clients are provided with regular account reviews, detailed financial reports, and access to proxy voting information. CSG maintains custody through qualified custodians and operates under a fiduciary duty to act in the best interests of clients.