Capital Strategies Group, LLC

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Client assets under management

$98,504,246

Clients

228

6% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$432,036

About

Capital Strategies Group serves individuals — including high‑net‑worth clients — as well as small businesses, charities, trusts, and estates, providing discretionary asset management, financial planning (fixed and ongoing), and consultative guidance for held‑away accounts. The firm manages roughly $103 million in discretionary assets and distributes a periodic, no‑charge email newsletter used for short‑term client prospecting.

Investment programs are tailored to each client’s goals, time horizon, and risk tolerance and draw on fundamental, technical, and cyclical analysis; strategies can include options and margin trading, with account reviews performed at least annually and ongoing planning meetings typically held three times per year. CSG provides discretionary trading authority for managed accounts and a consultative held‑away service for assets held at external custodians where clients execute trades themselves.

Noteworthy differences from many peers include the firm’s use of a periodic email newsletter (a prospecting tool described as sent for a short period) and that multiple investment adviser representatives are licensed insurance agents who receive commissions on insurance sales and devote a material portion of their time to insurance activities (about 30% for two senior representatives and under 10% for another); the brochure discloses these relationships and describes policies intended to mitigate related conflicts. The firm also maintains a proprietary trading account and subjects personal and proprietary trades to periodic compliance review to address potential conflicts such as front‑running.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals

Expertise

Cash flow / budgeting

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fee planning services ranging from $0 to $20,000, billed 100% upon execution or 50% upfront with remainder at plan completion

Percentage

Under $1,000,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% Over $3,000,000+: 0.90%

Project-based

Targeted rate of $225 per hour for fixed fee planning calculation guidance

Main office location

Capital Strategies Group, LLC

2151 E. Baseline Road, Suite 101

Tempe AZ 85283, United States

Number of offices

Most active in

Arizona · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 480-635-4050

Advisors at this firm

Austin F

CFP®, Series 66

Tempe, AZ

Capital Strategies Group, LLC

Austin Frazier is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Capital Strategies Group, LLC since 2022 and previously held positions at Vanguard Advisers, Inc. and Vanguard Marketing Corporation. Outside of advisory work, he is also licensed as an insurance agent specializing in life and health insurance products. Capital Strategies Group serves individuals, small businesses, charities, trusts, and estates, offering discretionary asset management and financial planning tailored to clients’ goals and risk tolerance. The firm manages approximately $103 million in discretionary assets and utilizes a periodic email newsletter as part of its client prospecting efforts.

Cash flow / budgeting Founder/Business Owner

Aaron M

CFP®, Series 63, Series 65

Tempe, AZ

Capital Strategies Group, LLC

Aaron Matheny is a CFP® professional with 17 years of industry experience, currently serving at Capital Strategies Group, LLC since 2008. He holds Series 63 and Series 65 licenses and also works as a licensed insurance agent specializing in life and health insurance products. Capital Strategies Group serves individuals, including high-net-worth clients, as well as small businesses, charities, trusts, and estates, offering discretionary asset management and financial planning tailored to each client’s goals and risk tolerance. The firm employs a range of analytical strategies and provides both managed accounts and consultative guidance for held-away assets.

Cash flow / budgeting Founder/Business Owner

Geoffrey W

CFP®, ChFC®, Series 63, Series 65

Tempe, AZ

Capital Strategies Group, LLC

Geoffrey White is a CFP® and ChFC® with 19 years of industry experience. He has been with Capital Strategies Group, LLC since 2006. In addition to his advisory role, he is a licensed insurance agent involved in life and health insurance products. Capital Strategies Group serves individuals, including high-net-worth clients, as well as small businesses, charities, trusts, and estates, offering discretionary asset management and financial planning tailored to clients’ goals and risk tolerance. The firm employs fundamental, technical, and cyclical analysis in its investment approach and provides both managed accounts with discretionary trading authority and consultative services for held-away assets.

Cash flow / budgeting Founder/Business Owner

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