Capital Research & Consulting LLC

RIASEC RegisteredEst. 1999

Total AUM

$6B

Discretionary

$603M

10% of AUM

Avg account

$117M

Accounts

51

Employees

8

Advisory reps

6

Firm details

Headquarters: Pasadena, California
CRD number: 109868
Registered since: March 23, 1999
Website: capitalresearchandconsulting.com
Fee structure: Fixed Fees, Other
Client types: Pension & Profit Sharing Plans83.03%
State / Municipal Government16.97%
Services: Portfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Capital Research & Consulting LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC since 1999. The firm is owner-operated and focuses on institutional clients, offering portfolio management for businesses and institutions alongside pension-related consulting services. Its fee model leans toward fixed fees and other non-commission structures. The firm is not positioned as an active ESG investor and is not identified as a capital allocator to external private deals; it operates within the adviser/broker-dealer affiliate space.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds100%

Contacts

3 of 6

Steven Gissiner
Investment Advisor RepresentativeCRD 4547832
John Odell
Co-Founder and PrincipalCRD 1908737
Madeline Odell
Investment AnalystCRD 7387638

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Pasadena, CA

Los Angeles

Location

Pasadena, CA

Headquartered in Pasadena, 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: 15 S Raymond Ave
Time zone: PT (UTC-8)
Office locations

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