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CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
CRD 312837File 801-121267
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$48.37B
Top 10% of cohort (national)
Discretionary AUM
$43.51B
Non-discretionary $4.86B
Clients
9,843
14,334 accounts
Employees
201
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
- Website
- https://www.capitalgroup.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $48.37B
- Discretionary AUM
- $43.51B
- Non-discretionary AUM
- $4.86B
- Discretionary accounts
- 6,120
- Non-discretionary accounts
- 8,214
- Total accounts
- 14,334
- AUM per client
- $4.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 274 | $4.38B |
| Charitable organizations | 713 | $7.28B |
| High net worth individuals | 8,803 | $36.47B |
| Pooled investment vehicles | 1 | $124.2M |
| Pension and profit sharing plans | 52 | $117.7M |
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
- Yes
- 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 | Change |
|---|---|---|---|---|
| Sep 26, 2026 | Employees | 189 | 201 | increased by12 |
| Sep 26, 2026 | Clients | 8,638 | 9,843 | increased by1,205 |
| Sep 26, 2026 | AUM | $42,713,999,861 | $48,374,833,001 | increased by$5,660,833,140 |
| Sep 26, 2026 | Accounts | 12,073 | 14,334 | increased by2,261 |
| Jun 1, 2026 | Disclosures | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | Employees | 176 | 189 | increased by13 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 7,967 | 8,638 | increased by671 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $38,338,581,704 | $42,713,999,861 | increased by$4,375,418,157 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 11,233 | 12,073 | increased by840 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 179 | 176 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6,958 | 7,967 | increased by1,009 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $30,900,584,168 | $38,338,581,704 | increased by$7,437,997,536 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 9,785 | 11,233 | increased by1,448 |
| Oct 1, 2022 | Employees | 169 | 179 | increased by10 |
| Oct 1, 2022 | Clients | 6,165 | 6,958 | increased by793 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAPITAL GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAPITAL GROUP” 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.