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CAPITAL CS GROUP, LLC

IRVINE, CA · CRD 304523 · IAPD ↗ · 949-447-5405

$227.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — CAPITAL CS GROUP, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2026 — CAPITAL CS GROUP, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2026 — CAPITAL CS GROUP, LLC reported RAUM up 30% ($175.4M -> $227.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
March 2025 — CAPITAL CS GROUP, LLC added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
March 2025 — CAPITAL CS GROUP, LLC reported RAUM up 35% ($129.5M -> $175.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.