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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 14, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SEIWERT, JESSICA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FERRANTE, MICHAEL, R | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| FERRANTE, MICHAEL, R | I | MEMBER | E | Control |
| FERRANTE, MICHAEL, R | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| FERRANTE, MICHAEL, R | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SEIWERT, JESSICA, ANN | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| SEIWERT, JESSICA, ANN | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| SEIWERT, JESSICA, ANN | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| SEIWERT, JESSICA, ANN | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| SEIWERT, JESSICA, ANN | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| CARBONE, TODD, JARED | I | MANAGING PARTNER & SENIOR PORTFOLIO MANAGER | D | Control |
| CARBONE, TODD, JARED | I | MANAGING PARTNER & SENIOR PORTFOLIO MANAGER | D | Control |
| CARBONE, TODD, JARED | I | MANAGING PARTNER & SENIOR PORTFOLIO MANAGER | D | Control |
| CARBONE, TODD, JARED | I | MANAGING PARTNER & SENIOR PORTFOLIO MANAGER | D | Control |
| CARBONE, TODD, JARED | I | MANAGING PARTNER & SENIOR PORTFOLIO MANAGER | D | Control |
| CARBONE, TODD, JARED | I | MANAGING PARTNER & SENIOR PORTFOLIO MANAGER | D | Control |
| CARBONE, TODD, JARED | I | MANAGING PARTNER & SENIOR PORTFOLIO MANAGER | D | Control |
| CARBONE, TODD, JARED | I | MANAGING PARTNER & SENIOR PORTFOLIO MANAGER | D | Control |
| CARBONE, TODD, JARED | I | MANAGING PARTNER & SENIOR PORTFOLIO MANAGER | D | Control |
| MCCONNELL, JESSICA, ANN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| MCCONNELL, JESSICA, ANN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| MCCONNELL, JESSICA, ANN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| SEIWERT, JESSICA, ANN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| SEIWERT, JESSICA, ANN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| SEIWERT, JESSICA, ANN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| SEIWERT, JESSICA, ANN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| SEIWERT, JESSICA, ANN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| SEIWERT, JESSICA, ANN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Feb 14, 2025 REGISTERED
Notice Filings (7)
CA CT FL GA LA SC TX
Address
15375 BARRANCA PARKWAYSUITE G-110
IRVINE, CA 92618
United States
Phone: 949-447-5405