AdvisorOS Directory
Claim Profile
Unclaimed Profile
GW

Geoffrey Wayne White

CAPITAL STRATEGIES GROUP, LLC·TEMPE, Arizona
Clean recordCAPITAL STRATEGIES GROUP, LLC
2151 E. BASELINE ROAD, TEMPE, AZ 85283CRD# 4078929Firm CRD# 140120

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Geoffrey Wayne White · TEMPE, AZ
Registration
CRD #4078929 · CAPITAL STRATEGIES GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Geoffrey Wayne White 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
Introduction

Speak with Geoffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Geoffrey is the right fit? Take our 2-minute quiz →

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# 4078929
Firm CRD# 140120
View on FINRA BrokerCheck →

Looking for a financial advisor in TEMPE?

Browse all registered financial advisors in TEMPE, Arizona or claim this profile if it's yours.

Browse TEMPE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Geoffrey Wayne White offer?
Geoffrey Wayne White specializes in Financial Planning, Investment Management. Contact their office in TEMPE, Arizona for a consultation.
What are Geoffrey Wayne White's credentials?
Geoffrey Wayne White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Geoffrey Wayne White located?
Geoffrey Wayne White 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 Geoffrey Wayne White charge for services?
Geoffrey Wayne White'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CAPITAL STRATEGIES GROUP, LLC

Aaron Clayton Matheny
TEMPE, AZ

More Advisors in TEMPE, Arizona

Cornelius Henry Van Zutphen
INTRINSIC WEALTH COUNSEL, INC.·TEMPE, AZ
Cornelius H. Van Zutphen
INTRINSIC WEALTH COUNSEL, INC.·TEMPE, AZ
Adam Clark Harding
HARDING WEALTH, INC.·TEMPE, AZ
Matthew Gregg Scoresby
PHX MANAGEMENT COMPANY, LLC·TEMPE, AZ
Brian Charles Frederick
INTRINSIC WEALTH COUNSEL, INC.·TEMPE, AZ
Gieselle Lacey
INTRINSIC WEALTH COUNSEL, INC.·TEMPE, AZ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)PEORIA (20)PRESCOTT (12)GILBERT (10)YUMA (9)FLAGSTAFF (7)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Request removal of this profile