A complete list of active advisors currently associated with Capital Strategies Group, LLC
Warmer can help you find a great advisor at Capital Strategies Group, LLC or one who fits your needs even better.
Capital Strategies Group serves individuals — including high‑net‑worth clients — as well as small businesses, charities, trusts, and estates, providing discretionary asset management, financial planning (fixed and ongoing), and consultative guidance for held‑away accounts. The firm manages roughly $103 million in discretionary assets and distributes a periodic, no‑charge email newsletter used for short‑term client prospecting. Investment programs are tailored to each client’s goals, time horizon, and risk tolerance and draw on fundamental, technical, and cyclical analysis; strategies can include options and margin trading, with account reviews performed at least annually and ongoing planning meetings typically held three times per year. CSG provides discretionary trading authority for managed accounts and a consultative held‑away service for assets held at external custodians where clients execute trades themselves. Noteworthy differences from many peers include the firm’s use of a periodic email newsletter (a prospecting tool described as sent for a short period) and that multiple investment adviser representatives are licensed insurance agents who receive commissions on insurance sales and devote a material portion of their time to insurance activities (about 30% for two senior representatives and under 10% for another); the brochure discloses these relationships and describes policies intended to mitigate related conflicts. The firm also maintains a proprietary trading account and subjects personal and proprietary trades to periodic compliance review to address potential conflicts such as front‑running.
To learn more about the advisors currently working at Capital Strategies Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Tempe, AZ
| 7
| |
Tempe, AZ
| 17
| |
Tempe, AZ
| 20
|
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