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Managing Partner & Chief Compliance Officer · Capital CS Group, LLC

Jessica A. McConnell

CRD 5072569 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Capital CS Group, LLC, an SEC-registered asset manager based in Irvine, CA with $227 million in regulatory assets, lists Jessica A. McConnell on its Form ADV as Managing Partner & Chief Compliance Officer, a control person. The SEC filings also name Jessica at 1 other registered adviser.

Firms and roles

  • Capital CS Group, LLCManaging Partner & Chief Compliance OfficerAsset manager · Irvine, CA · $227M in regulatory assets
  • Hoainvest LLCManaging Member & Chief Compliance OfficerAsset manager · Irvine, CA · $0M in regulatory assets

AtlasMembers

Jessica’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jessica’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.