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CAPITAL STRATEGIES INVESTMENT GROUP LLC

Advisory

N·OAKBROOK TERRACE, IL

Data as of Nov 5, 2024 · Source: SEC Form ADV

Total AUM
$21.3B
1-Year AUM Growth
0.0%
3-Year CAGR
+2.6%
Employees
12
Assets Under Management
Total AUM$21.3B
Discretionary AUM$5.3B
Non-Discretionary AUM$16.0B
Discretionary %24.8%
Total Clients338
Team
Total Employees12
Investment Advisers23
Employee Growth (1Y)—
Filing History
Total Filings on Record28
First FilingSep 3, 2009
Latest FilingNov 5, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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