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CAPITAL RESEARCH ADVISORS, LLC
CRD 125621 · SEC 801-65240
3011 SUTTON GATE DRIVE, SECOND FLOOR, SUITE 240, SUWANEE, GA, 30024, United States
Phone
770-925-1000
Fax
770-932-9685
Registration
— (—)
Source
State registered
Total AUM
$62.9M
Discretionary AUM
$61.9M
Team
2 total employees; 1 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 149 | $40.8M |
| High net worth individuals | 7 | $20.7M |
| Pension/profit sharing plans | 2 | $818K |
| Charitable organizations | 1 | $566K |
All web addresses on file
Official SEC filing: View on IAPD