SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Capital Group Private Client Services, Inc.
Los Angeles, CA
CRD 312837
Firm filing updated September 25, 2026 ·
- $48.4BAssets
- 9,843Clients
- 107Advisory staff
- 14,334Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals8,803
- Charities713
- Corporations or other businesses274
- Pension and profit sharing plans52
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 8,803 | $36.5 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $124.2 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 52 | $117.7 million |
| Charitable organizations | 713 | $7.3 billion |
| Corporations or other businesses not listed above | 274 | $4.4 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$48.4 billion
- Accounts14,334
- Discretionary$43.5 billion · 6,120 accounts
- Non-discretionary$4.9 billion · 8,214 accounts
People
- Employees201
- Advisory staff107
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
74 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 312837, SEC file 801-121267.
- Registered with the SEC as an investment advisor (status date on record: May 20, 2021).
Is Capital Group Private Client Services, Inc. a fiduciary?
Short answer: Capital Group Private Client Services, Inc.
More detail
is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.