Capital Research and Management Company

RIASEC Registered

Total AUM

$4.3T

Discretionary

$4.3T

100% of AUM

Avg account

$183M

Accounts

23,578

Employees

1,395

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 Companies91.18%
Pooled Investment Vehicles7.85%
Individuals0.39%
Other0.36%
HNWI0.09%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Capital Research and Management Company is an institutional registered investment adviser that manages assets for both individual/family and institutional clients. The firm is SEC registered (initial registration recorded in 1971) and operates as a corporation with related-adviser relationships across its structure. Its advisory scope includes portfolio management for individuals and small businesses, management of investment companies, and oversight of pooled investment vehicles. The firm also carries out CPO/CTA activities and maintains industry affiliations spanning broker-dealers, banks and thrifts, trust companies, insurance companies, and sponsor/GP roles for pooled vehicles. Capital Research identifies as an active ESG investor in its public-facing profile.