CAPITAL STRATEGIES INVESTMENT GROUP LLC

Legal name: CAP STRAT

CRD #150091 SEC #801-70212 OAKBROOK TERRACE, IL 630-320-5100

SEC Registered

Total AUM

$21.3B

Discretionary

$5.3B

Employees

Clients

101

Accounts

1,069

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jul 7, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	NA	Control
BEST, BARBARA, JEAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	NA	Control
BEST, BARBARA, JEAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	NA	Control
BEST, BARBARA, JEAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	NA	Control
BEST, BARBARA, JEAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
BETTONVILLE, ALISON, ANNE	I	MEMBER	NA	Control
BETTONVILLE, ALISON, ANNE	I	MEMBER	NA	Control
BETTONVILLE, ALISON, ANNE	I	MEMBER	NA	Control
BETTONVILLE, ALISON, ANNE	I	MEMBER	NA	Control
BETTONVILLE, ALISON, ANNE	I	MEMBER	NA	Control
BETTONVILLE, ALISON, ANNE	I	MEMBER	NA	Control
BETTONVILLE, ALISON, ANNE	I	MEMBER	NA	Control
BETTONVILLE, ALISON, ANNE	I	MEMBER	NA	Control
BETTONVILLE, ALISON, ANNE	I	MEMBER	NA	Control
BETTONVILLE, ALISON, ANNE	I	MEMBER	NA	Control
BETTONVILLE, ALISON, ANNE	I	MEMBER	NA	Control
BETTONVILLE, ALISON, ANNE	I	MEMBER	NA	Control
BETTONVILLE, ALISON, ANNE	I	MEMBER	NA	Control
BETTONVILLE, ALISON, ANNE	I	MEMBER	NA	Control
BETTONVILLE, ALISON, ANNE	I	MEMBER	NA	Control
BETTONVILLE, ALISON, ANNE	I	MEMBER	NA	Control
BETTONVILLE, ALISON, ANNE	I	MEMBER	NA	Control
BETTONVILLE, ALISON, ANNE	I	MEMBER	NA	Control
BETTONVILLE, ALISON, ANNE	I	MEMBER	NA	Control
BETTONVILLE, ALISON, ANNE	I	MEMBER	NA	Control
BETTONVILLE, ALISON, ANNE	I	MEMBER	NA	Control
DAVIES, NEIL, ANTHONY	I	MEMBER	NA	Control
DAVIES, NEIL, ANTHONY	I	MEMBER	NA	Control
DAVIES, NEIL, ANTHONY	I	MEMBER	NA	Control
DAVIES, NEIL, ANTHONY	I	MEMBER	NA	Control
DAVIES, NEIL, ANTHONY	I	MEMBER	NA	Control
DAVIES, NEIL, ANTHONY	I	MEMBER	NA	Control
DAVIES, NEIL, ANTHONY	I	MEMBER	NA	Control
DAVIES, NEIL, ANTHONY	I	MEMBER	NA	Control
DAVIES, NEIL, ANTHONY	I	MEMBER	NA	Control
RAREY, MICHAEL, ADRIAN	I	MEMBER	NA	Control
RAREY, MICHAEL, ADRIAN	I	MEMBER	NA	Control
RAREY, MICHAEL, ADRIAN	I	MEMBER	NA	Control
RAREY, MICHAEL, ADRIAN	I	MEMBER	NA	Control
RAREY, MICHAEL, ADRIAN	I	MEMBER	NA	Control
RAREY, MICHAEL, ADRIAN	I	MEMBER	NA	Control
RAREY, MICHAEL, ADRIAN	I	MEMBER	NA	Control
RAREY, MICHAEL, ADRIAN	I	MEMBER	NA	Control
RAREY, MICHAEL, ADRIAN	I	MEMBER	NA	Control
RAREY, MICHAEL, ADRIAN	I	MEMBER	NA	Control
RAREY, MICHAEL, ADRIAN	I	MEMBER	NA	Control
RAREY, MICHAEL, ADRIAN	I	MEMBER	NA	Control
RAREY, MICHAEL, ADRIAN	I	MEMBER	NA	Control
RAREY, MICHAEL, ADRIAN	I	MEMBER	NA	Control
RAREY, MICHAEL, ADRIAN	I	MEMBER	NA	Control
RAREY, MICHAEL, ADRIAN	I	MEMBER	NA	Control
RIZZUTO, NANCY, MARIE	I	MANAGING MEMBER	NA	Control
RIZZUTO, NANCY, MARIE	I	MANAGING MEMBER	NA	Control
RIZZUTO, NANCY, MARIE	I	MANAGING MEMBER	NA	Control
RIZZUTO, NANCY, MARIE	I	MANAGING MEMBER	NA	Control
Rarey, Michael, Adrian	I	MEMBER	NA	Control
Rarey, Michael, Adrian	I	MEMBER	NA	Control
Rarey, Michael, Adrian	I	MEMBER	NA	Control
WARFORD, MICHAEL, ALAN	I	MEMBER	NA	Control
WARFORD, MICHAEL, ALAN	I	MEMBER	NA	Control
WARFORD, MICHAEL, ALAN	I	MEMBER	NA	Control
WARFORD, MICHAEL, ALAN	I	MEMBER	NA	Control
WARFORD, MICHAEL, ALAN	I	MEMBER	NA	Control
WARFORD, MICHAEL, ALAN	I	MEMBER	NA	Control
WARFORD, MICHAEL, ALAN	I	MEMBER	NA	Control
WARFORD, MICHAEL, ALAN	I	MEMBER	NA	Control
WARFORD, MICHAEL, ALAN	I	MEMBER	NA	Control
WARFORD, MICHAEL, ALAN	I	MEMBER	NA	Control
WARFORD, MICHAEL, ALAN	I	MEMBER	NA	Control
WARFORD, MICHAEL, ALAN	I	MEMBER	NA	Control
WARFORD, MICHAEL, ALAN	I	MEMBER	NA	Control
WARFORD, MICHAEL, ALAN	I	MEMBER	NA	Control
WARFORD, MICHAEL, ALAN	I	MEMBER	NA	Control
WARFORD, MICHAEL, ALAN	I	MEMBER	NA	Control
BARBARA BEST REVOCABLE TRUST DATED DECEMBER 31, 2015	DE	MEMBER	D	Control
BARBARA BEST REVOCABLE TRUST DATED DECEMBER 31, 2015	DE	MEMBER	D	Control
BARBARA BEST REVOCABLE TRUST DATED DECEMBER 31, 2015	DE	MEMBER	D	Control
BARBARA BEST REVOCABLE TRUST DATED DECEMBER 31, 2015	DE	MEMBER	D	Control
THE WILLIAM F. WOODALL AND JANET M. WOODALL LIVING TRUST	DE	SHAREHOLDER	D	Control
THE WILLIAM F. WOODALL AND JANET M. WOODALL LIVING TRUST	DE	SHAREHOLDER	D	Control
WOODALL, WILLIAM, F	I	MANAGING MEMBER	D	Control
WOODALL, WILLIAM, F	I	MANAGING MEMBER	D	Control
WOODALL, WILLIAM, F	I	MANAGING MEMBER	D	Control
WOODALL, WILLIAM, F	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	D	Control
WOODALL, WILLIAM, F	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	D	Control
WOODALL, WILLIAM, F	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	D	Control
WOODALL, WILLIAM, F	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	D	Control
WOODALL, WILLIAM, F	I	MANAGING MEMBER	D	Control
WOODALL, WILLIAM, F	I	MANAGING MEMBER	D	Control
WOODALL, WILLIAM, F	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	D	Control
WOODALL, WILLIAM, F	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	D	Control
WOODALL, WILLIAM, FRANKLIN	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	D	Control
WOODALL, WILLIAM, FRANKLIN	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	D	Control
WOODALL, WILLIAM, FRANKLIN	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	D	Control
WOODALL, WILLIAM, FRANKLIN	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	D	Control
WOODALL, WILLIAM, FRANKLIN	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	D	Control
WOODALL, WILLIAM, FRANKLIN	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	D	Control
WOODALL, WILLIAM, FRANKLIN	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	D	Control
WOODALL, WILLIAM, FRANKLIN	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	D	Control
WOODALL, WILLIAM, FRANKLIN	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	D	Control
WOODALL, WILLIAM, FRANKLIN	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	D	Control
WOODALL, WILLIAM, FRANKLIN	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	D	Control
WOODALL, WILLIAM, FRANKLIN	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	D	Control
WOODALL, WILLIAM, FRANKLIN	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	D	Control
WOODALL, WILLIAM, FRANKLIN	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	D	Control
BEST, BARBARA, JEAN	I	CHIEF COMPLIANCE OFFICER/MEMBER	C	Control
BEST, BARBARA, JEAN	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	CHIEF COMPLIANCE OFFICER	C	Control
BEST, BARBARA, JEAN	I	MANAGING MEMBER	C	Control
BEST, BARBARA, JEAN	I	CHIEF COMPLIANCE OFFICER	C	Control
NANCY M. RIZZUTO TRUST DATED JANUARY 29, 2016	DE	MEMBER	C	Control
NANCY M. RIZZUTO TRUST DATED JANUARY 29, 2016	DE	MEMBER	C	Control
NANCY M. RIZZUTO TRUST DATED JANUARY 29, 2016	DE	MEMBER	C	Control
NANCY M. RIZZUTO TRUST DATED JANUARY 29, 2016	DE	MEMBER	C	Control
RIZZUTO, NANCY, M	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, M	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, M	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, M	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, M	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, M	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, M	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, M	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, M	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, M	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, M	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, MARIE	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, MARIE	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, MARIE	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, MARIE	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, MARIE	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, MARIE	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, MARIE	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, MARIE	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, MARIE	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, MARIE	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, MARIE	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, MARIE	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, MARIE	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, MARIE	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, MARIE	I	MANAGING MEMBER	B	Control
RIZZUTO, NANCY, MARIE	I	MANAGING MEMBER	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BEST, BARBARA, JEAN	I	BARBARA BEST REVOCABLE TRUST DATED DECEMBER 31, 2015	F	Control
RIZZUTO, NANCY, MARIE	I	NANCY M. RIZZUTO TRUST DATED JANUARY 29, 2016	F	Control
WOODALL, JANET, MARIE	I	THE WILLIAM F. WOODALL AND JANET M. WOODALL LIVING TRUST	F	Control
WOODALL, JANET, MARIE	I	THE WILLIAM F. WOODALL AND JANET M. WOODALL LIVING TRUST	F	Control

Registrations

Federal

Jul 7, 2025 REGISTERED

Notice Filings (6)

FL IL IN NY TX WI

Address

ONE PARKVIEW PLAZA
SUITE 620
OAKBROOK TERRACE, IL 60181
United States

Phone: 630-320-5100