Investment adviser · CRD 150091
CAP STRAT
Investment adviser filing (IA)
CAPITAL STRATEGIES INVESTMENT GROUP LLC
OAKBROOK TERRACE, IL, United States · Form ADV filed Jul 7, 2025
- Regulatory AUM
- $21.3B Form ADV · Item 5.F
- Client accounts
- 1,069 Accounts, not individual clients
- Employees
- 23 Reported in this filing
- Advisory professionals
- 12 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 105 | $18,591,790,987 | 87.3% |
| Corporations & businesses | 18 | $1,814,364,820 | 8.5% |
| High-net-worth individuals | 179 | $732,138,325 | 3.4% |
| Charities | 9 | $95,550,303 | 0.4% |
| Banks & thrifts | Fewer than 5 | $46,606,058 | 0.2% |
| Individuals | 27 | $11,796,432 | 0.1% |
Filing source
Form ADV 2002185 · Jul 7, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 7, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
ONE PARKVIEW PLAZA, SUITE 620OAKBROOK TERRACE, IL, 60181, United States
CRD 150091
Filing source
Form ADV 2002185 · Jul 7, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.