CAPITAL RESEARCH & CONSULTING LLC

CRD 109868 · SEC 801-56356

15 S. RAYMOND AVENUE, SUITE 200, PASADENA, CA, 91105, United States

Phone

626-844-1440

Fax

626-440-1319

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$5.99B

Discretionary AUM

$603.0M

Team

8 total employees; 2 advisory reps

Clients

Fees

Fixed fees; ASSET BASED FEES

Org form

Corporation

Filing date

2026-03-25

Disciplinary history

Services

Portfolio management (institutions)Pension consulting

Type	Clients	AUM
Pension/profit sharing plans	15	$4.97B
State/municipal entities	5	$1.02B

AZ, CA, NC, OH, TX

Official SEC filing: View on IAPD