# Amy McGinnis

> Amy McGinnis is a fee-only financial advisor at Capital CS Group in Irvine, California. Amy focuses on small business owners, equity compensation and retirement planning. Capital CS Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/amy-mcginnis/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Capital CS Group
- **Based in:** Irvine, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $227.3M across 593 accounts
- **Specialties:** Small business owners, Equity compensation, Retirement planning, Estate & legacy planning
- **Works with:** Executives
- **CRD:** 4055503 (https://adviserinfo.sec.gov/individual/summary/4055503)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2004), Series 65 (2022)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.capitalcsgroup.com

## Frequently asked questions

### Is Amy McGinnis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Capital CS Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Amy charge for financial advice?

Amy's firm, Capital CS Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Amy McGinnis based?

Amy McGinnis is based in Irvine, California.

### What does Amy specialize in?

Amy's specialties include small business owners, equity compensation, retirement planning and estate & legacy planning. Amy works with executives.

### Is Amy McGinnis registered with the SEC?

Yes. Amy McGinnis is registered as an investment adviser representative in CA (CRD 4055503), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Capital CS Group manage?

Capital CS Group reports $227.3M across 593 accounts in assets under management.

### How do I contact Amy McGinnis?

Through Amy's website, www.capitalcsgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4055503): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.capitalcsgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.