THE CAPITAL GROUP

Overview

The Capital Group operates as an independent registered investment adviser and corporate entity that serves both individuals/families and institutional clients. Its advisory scope centers on financial planning, portfolio management for individuals and small businesses, and the selection and oversight of outside advisers. The firm charges fees based on a percentage of assets under management and also offers hourly billing for certain services. Investment activity is conservative and manager-driven: the firm primarily allocates client capital into pooled public funds and corporate debt while acting as a capital allocator to outside managers when additional expertise or access is needed. The Capital Group does not position itself as an active ESG investor and is not registered as a multi-state adviser. It also maintains an affiliation with an insurance company, which can influence product availability and planning solutions it offers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices