Capital Research And Management Company

RIASEC RegisteredEst. 1971

Total AUM

$3.8T

Discretionary

$3.8T

100% of AUM

Avg account

$164M

Accounts

22,833

Employees

1,417

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 110885
Registered since: December 6, 1971
Website: www.capitalgroup.com
Custodians: THE BANK OF NEW YORK MELLON, MORGAN STANLEY & CO. LLC, UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM, Other
Client types: Investment Companies93.55%
Pooled Investment Vehicles5.31%
Individuals0.34%
Other0.33%
HNWI0.31%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Capital Research And Management Company is a long-established SEC-registered investment adviser (registered since 1971) that serves both individual/family and institutional clients. The firm operates as a corporation with a mix of domestic entity and individual ownership and provides portfolio management across several client types, including individuals and small businesses, investment companies, and pooled investment vehicles. Fee arrangements include percentage-of-AUM pricing and other fee structures. The firm is flagged as an active ESG investor and is involved in sponsor/GP and other industry roles that extend beyond pure advisory activity, including CPO/CTA functions and relationships with broker-dealers, banks, trust companies and insurance firms.