Capital CS Group, LLC

EST. AUM
$227,302,570

CONTACTS

CLIENT ACCOUNTS
593

Firm Details

Metro area Los Angeles
CRD Number 304523
Website capitalcsgroup.com
Client types

Overview

Capital CS Group LLC (operating broadly as Capital CS Group) is an independent, SEC-registered investment adviser (RIA) headquartered in Irvine, California. Founded in 2019 by principal managing partners Todd Carbone and Jessica McConnell, the boutique wealth advisory firm operates under a strict 100% fiduciary mandate to deliver holistic financial planning and tailored asset management solutions. The firm significantly differentiates itself in the institutional marketplace through its specialized, proprietary, patent-pending technology framework labeled HOA Invest (1120 Invest). This distinctive track delivers automated portfolio structures and target reserve tracking tailored explicitly to the unique financial challenges, balance-sheet rules, and tax parameters of Homeowners Associations (HOAs) and community management bodies. Free from traditional commission-driven sales environments, the firm also provides sophisticated strategies for corporate executives and entrepreneurs—such as managing concentrated equity positions, deploying targeted option overlays to protect downside risk, structuring low-cost margin borrowing solutions, and maximizing yield via automated cash optimizers. Their underlying investment philosophy builds globally diversified asset allocation portfolios utilizing low-cost exchange-traded funds (ETFs), individual equities, institutional mutual funds, and custom fixed-income allocations.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Capital CS Group, LLC

Platform Details

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