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CAPITAL RESEARCH AND MANAGEMENT COMPANY
CRD 110885File 801-8055
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 6, 2026
Feed vintage Aug 12, 2026
Regulatory AUM
$3.75T
Top 10% of cohort (national)
Discretionary AUM
$3.75T
Clients
22,833
22,833 accounts
Employees
1,417
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Dec 6, 1971
- Principal office
- 333 S HOPE STREET, 55TH FLOOR, LOS ANGELES, CA, 90071-1406
- Phone
- 213-486-9200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.75T
- Discretionary AUM
- $3.75T
- Non-discretionary AUM
- $0
- Discretionary accounts
- 22,833
- Non-discretionary accounts
- 0
- Total accounts
- 22,833
- AUM per client
- $164.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 14 | $12.27B |
| Investment companies | 146 | $3.51T |
| Charitable organizations | 145 | $1.59B |
| High net worth individuals | 1,696 | $11.70B |
| Pension and profit sharing plans | 9 | $32.6M |
| Corporations or other businesses not listed above | 296 | $2.80B |
| Individuals (other than high net worth individuals) | 20,458 | $12.66B |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $1.62B |
| Pooled investment vehicles (other than investment companies) | 66 | $199.46B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — GROSS INVESTMENT INCOME
- A percentage of assets under your management
Advisory activities
- Other
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- 0
- Firm Custody Clients
- 0
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- 14186778734
- Related Person Custody Clients
- 1893
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- 11.A(1) Criminal: convicted of or pleaded guilty/nolo to a felony
- 11.D(2) Other regulator: found a violation of investment-related regulations
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.