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CAPITAL RESEARCH & CONSULTING LLC
CRD 109868File 801-56356
APPROVED
Filing as of Jun 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.99B
Top 25% of cohort (national)
Discretionary AUM
$603.0M
Non-discretionary $5.38B
Clients
20
51 accounts
Employees
8
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 23, 1999
- Principal office
- 15 S. RAYMOND AVENUE, SUITE 200, PASADENA, CA, 91105
- Phone
- 626-844-1440
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.99B
- Discretionary AUM
- $603.0M
- Non-discretionary AUM
- $5.38B
- Discretionary accounts
- 14
- Non-discretionary accounts
- 37
- Total accounts
- 51
- AUM per client
- $299.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 15 | $4.97B |
| State or municipal government entities | 5 | $1.02B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — ASSET BASED FEES
Advisory activities
- Portfolio management for other
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.