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Aaron Clayton Matheny

CAPITAL STRATEGIES GROUP, LLC·TEMPE, Arizona
Series 6, Series 63, Series 65Clean record18 years registeredCAPITAL STRATEGIES GROUP, LLC
2151 E. BASELINE ROAD, TEMPE, AZ 85283CRD# 5049904Firm CRD# 140120

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aaron Clayton Matheny · TEMPE, AZ
Registration
CRD #5049904 · CAPITAL STRATEGIES GROUP, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

CAPITAL STRATEGIES GROUP, LLC
Aug 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · August 13, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPITAL STRATEGIES GROUP, LLC
CRD 140120 · SEC 801-69268
AUM
$39M
Regulatory assets under management
Employees
1
422 client accounts
Services offered by CAPITAL STRATEGIES GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAPITAL STRATEGIES GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Aaron Clayton Matheny offer?
Aaron Clayton Matheny specializes in Financial Planning, Investment Management. Contact their office in TEMPE, Arizona for a consultation.
What are Aaron Clayton Matheny's credentials?
Aaron Clayton Matheny is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Clayton Matheny located?
Aaron Clayton Matheny is based in TEMPE, Arizona, working with CAPITAL STRATEGIES GROUP, LLC. Their office serves clients in the TEMPE metropolitan area and surrounding communities.
How does Aaron Clayton Matheny charge for services?
Aaron Clayton Matheny's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL STRATEGIES GROUP, LLC?
CAPITAL STRATEGIES GROUP, LLC has approximately 1 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Geoffrey Wayne White
TEMPE, AZ

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