CAPITAL STRATEGIES GROUP, LLC
CRD #140120 SEC #801-69268 TEMPE, AZ 480-635-4050
SEC Registered
Total AUM
$38.7M
Discretionary
$35.6M
Employees
1
Clients
51
Accounts
422
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 12, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WHITE, GEOFFREY, WAYNE | I | OWNER/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, GEOFFREY, WAYNE | I | OWNER/MANAGING MEMBER | E | Control |
| WHITE, GEOFFREY, WAYNE | I | OWNER/MANAGING MEMBER | E | Control |
| MATHENY, AARON, CLAYTON | I | CHIEF COMPLIANCE OFFICER | B | |
| MATHENY, AARON, CLAYTON | I | CHIEF COMPLIANCE OFFICER | B |
Registrations
Federal
IA
Apr 12, 2012 REGISTERED
Notice Filings (1)
AZ
Address
2151 E. BASELINE ROADSUITE 101
TEMPE, AZ 85283
United States
Phone: 480-635-4050