# CAPITAL CS GROUP, LLC

CAPITAL CS GROUP, LLC of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 304523
- Type: SEC-registered investment adviser
- SEC file number: 801-120526
- Location: 15375 BARRANCA PARKWAY, IRVINE, CA, 92618
- Phone: 949-447-5405
- Latest filing: 2026-08-06
- Regulatory AUM: $227.3M
- Discretionary AUM: $214.8M
- Non-discretionary AUM: $12.5M
- Clients: 3
- Accounts: 593

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Jessica Ann Mcconnell | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | — |
| Todd Jared Carbone | MANAGING PARTNER & SENIOR PORTFOLIO MANAGER | — |
| SEIWERT JESSICA ANN | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER; MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | — |
| FERRANTE MICHAEL R | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; MEMBER | — |
| CARBONE TODD JARED | MANAGING PARTNER & SENIOR PORTFOLIO MANAGER | — |
| MCCONNELL SAMANTHA ANN | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304523/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304523/similar
- Related entities: https://search.stillhousedata.com/firm/304523/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304523

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.