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THE CAPITAL GROUP
THE CAPITAL GROUP INVESTMENT ADVISORS INC
CRD 129615 · SEC 801-69517
300 JEFFERSON BLVD., SUITE 205, WARWICK, RI, 02888, United States
Phone
401-943-2210
Fax
401-943-2210
Registration
— (—)
Source
State registered
Total AUM
$62.8M
Discretionary AUM
$62.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 276 | $45.5M |
| High net worth individuals | 6 | $11.0M |
| Pension/profit sharing plans | 3 | $5.8M |
| Corporations/business entities | 4 | $456K |
All web addresses on file
Official SEC filing: View on IAPD