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
- HNWI75.39%
- Charitable Organizations15.05%
- Corporations / Businesses9.06%
- Pooled Investment Vehicles0.26%
- Pension & Profit Sharing Plans0.24%
- 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 non-independent retail RIA that operates as a capital allocator to individual, family and institutional clients. The firm is SEC-registered (registered in 2021) and reports a fee model based on a percentage of assets under management. Its advisory scope includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio services for institutions, and the selection of other advisers. Business activities also list CPO/CTA involvement and a range of industry affiliations that include broker-dealers, banks or trust companies, insurers and sponsor/GP roles in pooled vehicles. The firm identifies itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 3
Matthew O'connor
Chairman and Chief Executive OfficerCRD 2427203
Keith Piken
Chief Operating OfficerCRD 2576730
Matthew Knihtila
Chief Compliance OfficerCRD 4903485
Contacts
3 of 108Javier Escamilla
Wealth Advisory ManagerCRD 5643361
Joseph Lumarda
Senior Vice President, Private Wealth AdvisorCRD 5686592
Neeraj Patel
Assistant Vice PresidentCRD 5738430
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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