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| Capital CS Group LLC
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|---|---|
| CRD # | 304523 |
| SEC # | 801-120526 |
| CIK # | 0001830008 |
| AUM | $227.3 M (2026-03-17) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 949-447-5405 |
| Address | 15375 Barranca Parkway Irvine, CA 92618 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Parcel Service Inc | 22.1 | ||
| Paypal Holdings Inc | 1.2 | ||
| Apple Inc | 1.0 | ||
| Nvidia Corp | 0.6 | ||
| HJ Heinz Holding Corp | 0.6 | ||
| SPDR Gold Trust | 0.5 | ||
| Bloom Energy Corp | 0.5 | ||
| Metropcs Communications Inc | 0.5 | ||
| Wal Mart Stores Inc | 0.5 | ||
| Fortress Transportation & Infrastructure Investors LLC | 0.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 42.5 |
| (b) Individuals (high net worth individuals) | 21 | 39.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 203 | 144.6 |
| (n) Other | 0 | 0.0 |
| Total | 593 | 227.3 |
| By Discretionary | ||
| Discretionary | 572 | 214.8 |
| Non-Discretionary | 21 | 12.5 |
| Total | 593 | 227.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.8 | |
| United States Persons | 221.5 | |
| Total | 593 | 227.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001830008] |
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|---|---|---|
|
Commonwealth Financial Planners Inc
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|
GA | 0.2 |
|
Pilotage Private Wealth AG
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|
0.2 | |
|
MRP Capital Investments LLC
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Podell Financial Group LLC
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Sandro Wealth Management LLC
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NJ | 0.2 |
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Approach Retirement Advisors LLC
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AL | 0.2 |
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Jones & Associates Premier Financial Solutions LLC
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OR | 0.2 |
|
Keynote Financial Services LLC
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CT | 0.2 |
|
Echo45 Advisors LLC
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|
CA | 0.2 |
|
Gilpin Wealth Management LLC
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|
CO | 0.2 |