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 corporation that has been SEC-registered since 1971. The firm serves both individual and family clients as well as institutional investors, charging fees that include a percentage-of-AUM component and other arrangements. Ownership is listed as a mix of a domestic entity and individual ownership. The firm's advisory remit covers portfolio management for individuals and small businesses, management of investment companies, and oversight of pooled investment vehicles. It also acts in roles aligned with commodity pool/commodity trading advisor activity. Capital Research reports being an active ESG investor and operates as a related adviser to other entities. Public filings identify multiple industry affiliations—broker-dealer relationships, other investment-adviser activities, banking/thrift institution and trust company links, insurance company connections, and sponsor/GP/manager roles for pooled vehicles.