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 corporate, SEC‑registered institutional registered investment adviser that has been active since 1971. The firm serves both individual and family clients as well as institutional investors, delivering portfolio management across individual/small business accounts, investment companies, and pooled investment vehicles. Its fee model includes percentage‑of‑AUM charges alongside other fee arrangements. The firm is registered and structured to act in multiple industry roles—its reported activities include serving as a commodity pool operator/commodity trading advisor (CPO/CTA), and it maintains affiliations that span broker‑dealer relationships, banking or trust institutions, insurance company links, and sponsor/GP roles for pooled vehicles. Capital Research And Management Company is identified as an active ESG investor and is related to at least one other adviser entity.