Unclaimed Profile

Michael Alan Warford

CAPITAL STRATEGIES INVESTMENT GROUP LLC·OAKBROOK TERRACE, Illinois

Clean record7 years registeredCAPITAL STRATEGIES INVESTMENT GROUP LLC

ONE PARKVIEW PLAZA, OAKBROOK TERRACE, IL 60181CRD# 5913780Firm CRD# 150091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Alan Warford · OAKBROOK TERRACE, IL

Registration

CRD #5913780 · CAPITAL STRATEGIES INVESTMENT GROUP LLC · 7 years registered

Brand Profile

Not yet started

Career History

SAGEVIEW ADVISORY GROUP, LLC

Jul 2025 – present

CAP STRAT

May 2019 – Dec 2025

OAKBROOK TERRACE, IL

Registrations & Exams

Registration record

First registered · May 21, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL STRATEGIES INVESTMENT GROUP LLC

CRD 150091 · SEC 801-70212

AUM

$19.1B

Regulatory assets under management

Employees

2,100 client accounts

Services offered by CAPITAL STRATEGIES INVESTMENT GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL STRATEGIES INVESTMENT GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Michael Alan Warford offer?

Michael Alan Warford specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAKBROOK TERRACE, Illinois for a consultation.

What are Michael Alan Warford's credentials?

Michael Alan Warford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Alan Warford located?

Michael Alan Warford is based in OAKBROOK TERRACE, Illinois, working with CAPITAL STRATEGIES INVESTMENT GROUP LLC. Their office serves clients in the OAKBROOK TERRACE metropolitan area and surrounding communities.

How does Michael Alan Warford charge for services?

Michael Alan Warford's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL STRATEGIES INVESTMENT GROUP LLC?

CAPITAL STRATEGIES INVESTMENT GROUP LLC has approximately 22 employees and manages $19.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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