Capital Group Private Client Services, Inc. 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 $42.7B in regulatory assets under management, 189 employees, 6 offices, and 12,073 accounts.
Assets Under Management
$42.7B
Employees
189
Offices
6 offices
Total Clients
8,638
Primary office
LOS ANGELES, CA
333 SOUTH HOPE STREET, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 89.0% of total clients.
Top client categories% of clientsClients
1
HNWI
89.0%
7,684
2
Charitable
7.3%
627
3
Corporations
3.2%
279
4
Pension Plans
0.5%
47
Additional categories (<0.1%)
Pooled Investment Vehicles<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$42.7Bas of March 2, 2026
Discretionary90.2%
$38.5B
90% of total RAUM90.2%
Non-discretionary9.8%
$4.2B
10% of total RAUM9.8%
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.
Total AUM$42.7B
Total Accounts12,073
10Y AUM Change+$42.7B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees189
Clients per Employee46:1
10Y Employee Change+189
* 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.