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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Value capital
- Established Date
- 05-09-2006
- Office Locations
- 1
Office Locations
About Capital Strategies Group, LLC
Capital Strategies Group, LLC is a Tempe, AZ RIA offering a subscription-based planning model, combining comprehensive financial and life planning with investment management. The firm serves business owners and modern professionals, emphasizing data-driven oversight and asset-allocation portfolios implemented largely with public funds and ETFs. Custody includes Fidelity/NFS.
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Owner & Executives
AARON CLAYTON MATHENY
Certified Financial Planner, Owner
- CRD
- #5049904
- Ownership
- 50% but less than 75%
GEOFFREY WAYNE WHITE
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #4078929
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Austin Lee Frazier
Certified Financial Planner
- CRD
- #6572843
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,754,180 | $86,932 |
| Non-Discretionary | $0 | $250,833 |
| Total | $102,754,180 | $91,592 |
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Separately Managed Accounts
Total SMA Asset: $102,754,180
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,552,682,498 | 22.0% |
| Equity - Exchange | $981,013,033 | 13.9% |
| Cash | $1,573,855,441 | 22.3% |
| Corporate - Investment Grade | $1,856,161,350 | 26.3% |
| U.S. Government/Agency | $1,093,935,396 | 15.5% |
| Total | $7,057,647,718 | 100.0% |