Capital Strategy Group Ltd

Capital Strategy Group Ltd (CRD# 110956) is a financial advisory firm headquartered in Syracuse, NY. They manage $62,729,945 in 170 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $369,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

FL, NJ, NY, PA, TX

Financial Advisors at Capital Strategy Group Ltd
No Advisor Found.
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