Capital Research & Consulting LLC is an SEC registered investment adviser organized as a corporation with a primary office location in Pasadena, CA. Its latest Form ADV filing, dated March 25, 2026, reports $6.0B in regulatory assets under management, 8 employees, and 51 accounts.
Assets Under Management
$6.0B
Employees
8
Offices
--
Total Clients
20
Primary office
PASADENA, CA
15 S. RAYMOND AVENUE, SUITE 200, PASADENA, CA, United States
Top client segmentPension Plans represent 75.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
75.0%
15
2
Government
25.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.0Bas of March 25, 2026
Discretionary10.1%
$603M
10% of total RAUM10.1%
Non-discretionary89.9%
$5.4B
90% of total RAUM89.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$6.0B
Total Accounts51
10Y AUM Change+$2.4B (+66.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee3:1
10Y Employee Change+2 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.