RIA Intelligence

CAPITAL CS GROUP, LLC

CRD #304523 SEC #801-120526 IRVINE, CA 949-447-5405
SEC Registered
Total AUM
$175.4M
Discretionary
$159.3M
Employees
3
Clients
0
Accounts
473

AUM Over Time

DateFeb 2025
Total AUM$175.4M
Discretionary$159.3M
Non-Disc.$16.2M
Employees3
Clients0
DateSep 2024
Total AUM$129.5M
Discretionary$110.7M
Non-Disc.$18.8M
Employees3
Clients0
DateMar 2024
Total AUM$129.5M
Discretionary$110.7M
Non-Disc.$18.8M
Employees3
Clients0
DateSep 2023
Total AUM$122.2M
Discretionary$104.4M
Non-Disc.$17.8M
Employees3
Clients0
DateJul 2023
Total AUM$122.2M
Discretionary$104.4M
Non-Disc.$17.8M
Employees3
Clients0
DateApr 2023
Total AUM$122.2M
Discretionary$104.4M
Non-Disc.$17.8M
Employees3
Clients0
DateMar 2023
Total AUM$122.2M
Discretionary$104.4M
Non-Disc.$17.8M
Employees3
Clients0
DateSep 2022
Total AUM$160.8M
Discretionary$140.9M
Non-Disc.$19.8M
Employees4
Clients0
DateMar 2022
Total AUM$160.8M
Discretionary$140.9M
Non-Disc.$19.8M
Employees4
Clients0
DateFeb 2021
Total AUM$128.9M
Discretionary$106.7M
Non-Disc.$22.3M
Employees3
Clients0
DateMar 2020
Total AUM$76.2M
Discretionary$76.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$76.2M
Discretionary$76.2M
Non-Disc.$0
Employees3
Clients0
DateDec 2019
Total AUM$65.4M
Discretionary$65.1M
Non-Disc.$313K
Employees3
Clients0
DateNov 2019
Total AUM$65.4M
Discretionary$65.1M
Non-Disc.$313K
Employees3
Clients0
DateOct 2019
Total AUM$65.4M
Discretionary$65.1M
Non-Disc.$313K
Employees3
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0