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 capital allocator to both individuals/families and institutional clients. The firm registered with the SEC in 2021 and charges fees based on a percentage of assets under management. Its advisory menu spans portfolio management for individuals, small businesses, pooled investment vehicles and institutions, and it also performs manager selection. The firm identifies as an active ESG investor and has roles across the financial ecosystem — including broker-dealer relationships, investment adviser activity, CPO/CTA functions and sponsorship or GP activity for pooled vehicles.
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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