Capital Cs Group, LLC

Capital Cs Group, LLC (CRD# 304523) is a financial advisory firm headquartered in Irvine, CA. They manage $129,503,366 in 431 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
15375 Barranca Parkway, Suite G-110, Irvine, CA 92618
https://www.linkedin.com/in/todd-carbone-816370136/
By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    431
    ACCOUNTS
  • Average Account Value
    $300,472
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, LA, TX

Financial Advisors at Capital Cs Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Todd Carbone, financial advisor Irvine CA
Todd J. Carbone
CRD#: 4688101
15375 Barranca Parkway, Suite G-110, Irvine, CA 92618

Todd Carbone (CRD# 4688101) is an Investment Advisor Representative working at Capital Cs Group, LLC in Irvine, CA and has over 20 years of experience in the finance industry.

2
Jessica McConnell, financial advisor Irvine CA
Jessica A. McConnell
CRD#: 5072569
15375 Barranca Parkway, Suite G-110, Irvine, CA 92618

Jessica McConnell (CRD# 5072569) is an Investment Advisor Representative working at Capital Cs Group, LLC in Irvine, CA and has over 17 years of experience in the finance industry.

3
Amy McGinnis, financial advisor Irvine CA
Amy M. McGinnis
CRD#: 4055503
15375 Barranca Parkway, Suite G-110, Irvine, CA 92618

Amy McGinnis (CRD# 4055503) is an Investment Advisor Representative working at Capital Cs Group, LLC in Irvine, CA and has over 19 years of experience in the finance industry.

4
Thomas Neja, financial advisor Corona CA
Thomas J. Neja
CRD#: 7507350
387 Magnolia Ave, Ste 103-641, Corona, CA 92879

Thomas Neja (CRD# 7507350) is an Investment Advisor Representative working at Capital Cs Group, LLC in Corona, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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