Capital Group Private Client Services, Inc.
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 312837
- Registered since
- May 20, 2021
- Website
- www.capitalgroup.com
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.97%
- Charitable Organizations15.07%
- Corporations / Businesses10.42%
- Pension & Profit Sharing Plans0.28%
- Pooled Investment Vehicles0.26%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Capital Group Private Client Services, Inc. is a corporation operating as a non-independent retail registered investment adviser, SEC-registered in 2021. It functions as a capital allocator for both individual and family clients as well as institutional clients, charging fees based on a percentage of assets under management. The firm reports active ESG investing and provides a range of advisory services including portfolio management for individuals and small businesses, pooled investment vehicles, businesses or institutions, and the selection of other advisers. Its business activities include operating as a commodity pool operator/commodity trading advisor (CPO/CTA), and it lists affiliations across broker-dealer, trust company, insurance, banking, and sponsor/GP roles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities31%
- State & Local Bonds6%
- Cash & Cash Equivalents5%
- Private Funds2%
Owners & executives
3 of 3Matthew Knihtila
Chief Compliance OfficerCRD 4903485
Keith Piken
Chief Operating OfficerCRD 2576730
Matthew O'connor
Chairman and Chief Executive OfficerCRD 2427203
Contacts
3 of 106
William Ford
Senior Vice President, Private Wealth AdvisorCRD 5359390
Caroline Truchan
Relationship ManagerCRD 7579373
Cameron Killeen
Private Wealth ConsultantCRD 5840531
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 141Active vs passive
$9.8B in ETFs
5%
$498M
79%
$9.3B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF (CGGR) | Capital Group | Active | Large Growth | $1.3B | 28,132,325 | 13.60% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 333 S Hope St
- Time zone
- PT (UTC-8)
- Office locations
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