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CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
CRD 312837File 801-121267
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$42.71B
Top 10% of cohort (national)
Discretionary AUM
$38.53B
Non-discretionary $4.18B
Clients
8,638
12,073 accounts
Employees
189
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 20, 2021
- Principal office
- 333 SOUTH HOPE STREET, LOS ANGELES, CA, 90071
- Phone
- 213-486-9200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $42.71B
- Discretionary AUM
- $38.53B
- Non-discretionary AUM
- $4.18B
- Discretionary accounts
- 5,369
- Non-discretionary accounts
- 6,704
- Total accounts
- 12,073
- AUM per client
- $4.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 279 | $4.45B |
| Charitable organizations | 627 | $6.44B |
| High net worth individuals | 7,684 | $31.59B |
| Pooled investment vehicles | 1 | $111.4M |
| Pension and profit sharing plans | 47 | $121.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- 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
- No
- Firm Custody Clients
- Yes
- 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- Q11D2
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.