Capital Strategies Group, LLC

Capital Strategies Group, LLC (CRD# 140120) is a financial advisory firm headquartered in Tempe, AZ. They manage $39,914,000 in 370 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    370
    ACCOUNTS
  • Average Account Value
    $107,876
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Capital Strategies Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Geoffrey W. White
CRD#: 4078929
2151 E. Baseline Road, Suite 101, Tempe, AZ 85283
86
Wealthminder
score

Geoffrey White (CRD# 4078929) is an Investment Advisor Representative working at Capital Strategies Group, LLC in Tempe, AZ and has over 16 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.

2
Aaron C. Matheny
CRD#: 5049904
2151 E. Baseline Road, Suite 101, Tempe, AZ 85283
81
Wealthminder
score

Aaron Matheny (CRD# 5049904) is an Investment Advisor Representative working at Capital Strategies Group, LLC in Tempe, AZ and has over 10 years of experience in the finance industry.

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