The Capital Group Fiduciary Advisors, LLC

Overview

The Capital Group Fiduciary Advisors, LLC is an independent registered investment adviser formed in 2018 that serves both individual & family and institutional clients. The firm’s advice centers on fee-based portfolio management and financial planning, with services that extend to portfolio management for small businesses and pension consulting. Its fee model includes a percentage-of-AUM component supplemented by hourly charges and other fee arrangements. Investment approach leans heavily toward public funds and mutual funds as the primary building blocks of client portfolios while incorporating ESG considerations— the firm identifies itself as an active ESG investor and integrates environmental, social and governance factors into selection and manager evaluation. The firm uses third‑party alternative managers and nontraditional instruments to complement core public-market sleeves rather than as its primary capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices