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Aaron Clayton Matheny

CAPITAL STRATEGIES GROUP, LLC·TEMPE, Arizona
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2151 E. BASELINE ROAD, TEMPE, AZ 85283CRD# 5049904Firm CRD# 140120
01

About

Aaron Clayton Matheny is a registered financial advisor based in TEMPE, Arizona, affiliated with CAPITAL STRATEGIES GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPITAL STRATEGIES GROUP, LLC
CAPITAL STRATEGIES GROUP, LLC
AUM
$39M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CAPITAL STRATEGIES GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5049904
Firm CRD# 140120
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in TEMPE
Lynn Taylor Johnson — PHILIP O. JOHNSON & COMPANY, LTD.Cornelius Henry Van Zutphen — INTRINSIC WEALTH COUNSEL, INC.Cornelius H. Van Zutphen — INTRINSIC WEALTH COUNSEL, INC.Geoffrey Wayne White — CAPITAL STRATEGIES GROUP, LLCPhilip Otho Johnson — PHILIP O. JOHNSON & COMPANY, LTD.
Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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