CAPITAL CS GROUP, LLC

CRD 304523File 801-120526

APPROVED

Retail clients

Custody

Filing as of Aug 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$227.3M

Below cohort median (national)

Discretionary AUM

$214.8M

Non-discretionary $12.5M

Clients

328

593 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Mar 15, 2021
Principal office: 15375 BARRANCA PARKWAY, SUITE G-110, IRVINE, CA, 92618
Phone: 949-447-5405
Website: https://www.youtube.com/channel/UCmBYFPz9V4o6TgZYSEIbbJQ

Assets & accounts

ADV Item 5F

Total regulatory AUM: $227.3M
Discretionary AUM: $214.8M
Non-discretionary AUM: $12.5M
Discretionary accounts: 572
Non-discretionary accounts: 21
Total accounts: 593
AUM per client: $693K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	203	$144.6M
High net worth individuals	21	$39.4M
Pension and profit sharing plans	Fewer than 5	$740K
Individuals (other than high net worth individuals)	104	$42.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.