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Neil Anthony Davies

CAPITAL STRATEGIES INVESTMENT GROUP LLC·OAKBROOK TERRACE, Illinois
Unclaimed Profile
ONE PARKVIEW PLAZA, OAKBROOK TERRACE, IL 60181CRD# 4868215Firm CRD# 150091
01

About

Neil Anthony Davies is a registered financial advisor based in OAKBROOK TERRACE, Illinois, affiliated with CAPITAL STRATEGIES INVESTMENT GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
CAPITAL STRATEGIES INVESTMENT GROUP LLC
CAP STRAT
AUM
$19.1B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at CAPITAL STRATEGIES INVESTMENT GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4868215
Firm CRD# 150091
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Neil Anthony Davies offer?
Neil Anthony Davies specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAKBROOK TERRACE, Illinois for a consultation.
What are Neil Anthony Davies's credentials?
Neil Anthony Davies is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Neil Anthony Davies located?
Neil Anthony Davies 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 Neil Anthony Davies charge for services?
Neil Anthony Davies'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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Other advisors in OAKBROOK TERRACE
Christopher Lee Oswald — MCDONNELL INVESTMENT MANAGEMENT, LLCPaul Jerome Carter — MCDONNELL INVESTMENT MANAGEMENT, LLCPeter Lydon Clerkin — MCDONNELL INVESTMENT MANAGEMENT, LLCBarbara Jean Best — CAPITAL STRATEGIES INVESTMENT GROUP LLCJeffrey Steven Weglarz — GOLDSTONE FINANCIAL GROUP, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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