CAPITAL STRATEGY GROUP LTD
CRD #110956 SEC #801-20826 SYRACUSE, NY 315-471-1547
SEC Registered
Total AUM
$73M
Discretionary
$73M
Employees
2
Clients
0
Accounts
156
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2020 | $73M | $73M | $0 | 2 | 0 |
| Jun 2020 | $73M | $73M | $0 | 2 | 0 |
| Jan 2020 | $73M | $73M | $0 | 2 | 0 |
| Jul 2019 | $73M | $73M | $0 | 2 | 0 |
| Jul 2019 | $82.4M | $82.4M | $0 | 2 | 0 |
| Jun 2019 | $82.4M | $82.4M | $0 | 2 | 0 |
| Nov 2018 | $82.4M | $82.4M | $0 | 2 | 203 |
| Nov 2018 | $82.4M | $82.4M | $0 | 2 | 203 |
| Jul 2018 | $82.4M | $82.4M | $0 | 2 | 203 |
| Sep 2017 | $62.7M | $62.7M | $0 | 3 | 200 |
| Aug 2017 | $62.7M | $62.7M | $0 | 3 | 200 |
| Jul 2017 | $62.7M | $62.7M | $0 | 3 | 200 |
| Jul 2016 | $54.9M | $54.9M | $0 | 4 | 100 |
| Jul 2015 | $65.1M | $65.1M | $0 | 5 | 129 |
| Jul 2014 | $49.3M | $41.3M | $8M | 6 | 125 |
| Dec 2013 | $42.6M | $39.5M | $3.1M | 6 | 125 |
| Dec 2013 | $42.6M | $39.5M | $3.1M | 6 | 125 |
| Jul 2013 | $42.6M | $39.5M | $3.1M | 6 | 125 |
| Jul 2012 | $35.6M | $28M | $7.6M | 6 | 127 |
| Mar 2012 | $35.4M | $35.4M | $0 | 6 | 127 |
| Jul 2011 | $33.9M | $33.9M | $0 | 10 | -- |
| Jul 2010 | $29.6M | $29.6M | $0 | 10 | -- |
| Jul 2004 | $34.2M | $34.2M | $0 | 10 | -- |
DateJul 2020
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees2
Clients0
DateJul 2019
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees2
Clients0
DateJul 2019
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees2
Clients0
DateJun 2019
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees2
Clients0
DateNov 2018
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees2
Clients203
DateNov 2018
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees2
Clients203
DateJul 2018
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees2
Clients203
DateSep 2017
Total AUM$62.7M
Discretionary$62.7M
Non-Disc.$0
Employees3
Clients200
DateAug 2017
Total AUM$62.7M
Discretionary$62.7M
Non-Disc.$0
Employees3
Clients200
DateJul 2017
Total AUM$62.7M
Discretionary$62.7M
Non-Disc.$0
Employees3
Clients200
DateJul 2016
Total AUM$54.9M
Discretionary$54.9M
Non-Disc.$0
Employees4
Clients100
DateJul 2015
Total AUM$65.1M
Discretionary$65.1M
Non-Disc.$0
Employees5
Clients129
DateJul 2014
Total AUM$49.3M
Discretionary$41.3M
Non-Disc.$8M
Employees6
Clients125
DateDec 2013
Total AUM$42.6M
Discretionary$39.5M
Non-Disc.$3.1M
Employees6
Clients125
DateDec 2013
Total AUM$42.6M
Discretionary$39.5M
Non-Disc.$3.1M
Employees6
Clients125
DateJul 2013
Total AUM$42.6M
Discretionary$39.5M
Non-Disc.$3.1M
Employees6
Clients125
DateJul 2012
Total AUM$35.6M
Discretionary$28M
Non-Disc.$7.6M
Employees6
Clients127
DateMar 2012
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees6
Clients127
DateJul 2011
Total AUM$33.9M
Discretionary$33.9M
Non-Disc.$0
Employees10
Clients--
DateJul 2010
Total AUM$29.6M
Discretionary$29.6M
Non-Disc.$0
Employees10
Clients--
DateJul 2004
Total AUM$34.2M
Discretionary$34.2M
Non-Disc.$0
Employees10
Clients--