Amy McGinnis
Capital CS Group · Irvine, California
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.
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Specialties
Who they serve
- Executives
Facts
| Firm | Capital CS Group |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $227.3M across 593 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4055503 |
| Exams passed | Series 63 (2004) · Series 65 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.capitalcsgroup.com |
How Amy's firm compares
- Capital CS Group's average account is about $383,000, from its Form ADV (assets managed divided by 593 accounts).
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Questions about Amy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Capital CS Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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