Capital Cs Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Irvine, CA. Its latest Form ADV filing, dated March 17, 2026, reports $227M in regulatory assets under management, 3 employees, 3 offices, and 593 accounts.
Assets Under Management
$227M
Employees
3
Offices
3 offices
Total Clients
328
Primary office
IRVINE, CA
15375 BARRANCA PARKWAY, SUITE G-110, IRVINE, CA, United States
Top client segmentCorporations represent 61.9% of total clients.
Top client categories% of clientsClients
1
Corporations
61.9%
203
2
Individuals
31.7%
104
3
HNWI
6.4%
21
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$227Mas of March 17, 2026
Discretionary94.5%
$215M
94% of total RAUM94.5%
Non-discretionary5.5%
$13M
6% of total RAUM5.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$227M
Total Accounts593
10Y AUM Change+$227M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee109:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.