CAPITAL RESEARCH AND MANAGEMENT COMPANY

CRD 110885 · SEC 801-8055

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333 S HOPE STREET, 55TH FLOOR, LOS ANGELES, CA, 90071-1406, United States

Phone

213-486-9200

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.75T

Discretionary AUM

$3.75T

Team

1417 total employees; 393 advisory reps; 134 broker-dealer reps

Clients

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Fees

Percentage of AUM; GROSS INVESTMENT INCOME

Org form

Corporation

Filing date

2026-05-29

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)PORTFOLIO MANAGEMENT FOR SMA AND WRAP FEE PROGRAMS

Client types

Type	Clients	AUM
Individuals	20458	$12.66B
High net worth individuals	1696	$11.70B
Investment companies	146	$3.51T
Pooled investment vehicles	66	$199.46B
Pension/profit sharing plans	9	$32.6M
Charitable organizations	145	$1.59B
Sovereign wealth funds	3	$1.62B
Corporations/business entities	296	$2.80B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD