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).
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Total Assets Under Management69MILLION
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Total Number of Accounts383ACCOUNTS
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Average Account Value$180,609
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
AZ, TX
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.
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.
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.