Capital Research and Management Company is an SEC registered investment adviser organized as a corporation with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 2, 2026, reports $3.8T in regulatory assets under management, 1,417 employees, 4 offices, and 22,833 accounts.
Assets Under Management
$3.8T
Employees
1,417
Offices
4 offices
Total Clients
22,833
Primary office
LOS ANGELES, CA
333 S HOPE STREET, 55TH FLOOR, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.6% of total clients.
Top client categories% of clientsClients
1
Individuals
89.6%
20,458
2
HNWI
7.4%
1,696
3
Corporations
1.3%
296
4
Investment Cos.
0.6%
146
5
Charitable
0.6%
145
Additional categories (<0.1%)
Pension Plans9 clients
Sovereign Wealth<5 clients
Categories with <5 clients
Sovereign wealth funds and foreign official institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.8Tas of March 2, 2026
Discretionary100.0%
$3.8T
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.8T
Total Accounts22,833
10Y AUM Change+$2.0T (+119.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1,417
Clients per Employee16:1
10Y Employee Change+197 (+16.1%)
* 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.