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CAPITAL INTERNATIONAL, INC.
CRD 110682File 801-32104
APPROVED
Custody
Disclosure events
Filing as of Sep 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$58.21B
Top 10% of cohort (national)
Discretionary AUM
$58.21B
Clients
113
116 accounts
Employees
254
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 20, 1988
- Principal office
- 333 SOUTH HOPE STREET, LOS ANGELES, CA, 90071-1406
- Phone
- 213-486-9200
- Website
- https://www.capitalgroup.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $58.21B
- Discretionary AUM
- $58.21B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 116
- Non-discretionary accounts
- 0
- Total accounts
- 116
- AUM per client
- $515.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $9.08B |
| Non-U.S. persons | 5 | $5.44B |
| Insurance companies | 5 | $3.66B |
| Investment companies | 8 | $10.92B |
| Charitable organizations | Fewer than 5 | $277.0M |
| Pooled investment vehicles | 26 | $10.58B |
| Pension and profit sharing plans | 47 | $14.00B |
| State or municipal government entities | 15 | $4.24B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11A1
- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Sep 26, 2026 | Employees | 263 | 254 | decreased by9 |
| Sep 26, 2026 | Clients | 112 | 113 | increased by1 |
| Sep 26, 2026 | AUM | $51,920,188,400 | $58,208,006,567 | increased by$6,287,818,167 |
| Sep 26, 2026 | Accounts | 118 | 116 | decreased by2 |
| Aug 17, 2026 | Clients | 118 | 112 | decreased by6 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 251 | 263 | increased by12 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 138 | 118 | decreased by20 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $46,051,262,193 | $51,920,188,400 | increased by$5,868,926,207 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 138 | 118 | decreased by20 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 218 | 251 | increased by33 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 157 | 138 | decreased by19 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $46,182,646,202 | $46,051,262,193 | decreased by$131,384,009 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 157 | 138 | decreased by19 |
| Oct 1, 2022 | Employees | 333 | 218 | decreased by115 |
| Oct 1, 2022 | Clients | 173 | 157 | decreased by16 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAPITAL INTERNATIONAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAPITAL INTERNATIONAL” may also match similarly-named firms). Confirm identity against each filing.
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.