Capital Strategies Group, LLC

Capital Strategies Group, LLC (CRD# 140120) is a financial advisory firm headquartered in Tempe, AZ. They manage $69,173,132 in 383 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    383
    ACCOUNTS
  • Average Account Value
    $180,609
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Capital Strategies Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Austin L. Frazier
CRD#: 6572843
2151 E. Baseline Road, Suite 101, Tempe, AZ 85283

Austin Frazier (CRD# 6572843) is an Investment Advisor Representative working at Capital Strategies Group, LLC in Tempe, AZ and has over 5 years of experience in the finance industry. Austin Frazier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Aaron C. Matheny
CRD#: 5049904
2151 E. Baseline Road, Suite 101, Tempe, AZ 85283

Aaron Matheny (CRD# 5049904) is an Investment Advisor Representative working at Capital Strategies Group, LLC in Tempe, AZ and has over 18 years of experience in the finance industry. Aaron Matheny has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Geoffrey W. White
CRD#: 4078929
2151 E. Baseline Road, Suite 101, Tempe, AZ 85283

Geoffrey White (CRD# 4078929) is an Investment Advisor Representative working at Capital Strategies Group, LLC in Tempe, AZ and has over 24 years of experience in the finance industry. Geoffrey White has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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