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CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
CRD 312837 · SEC 801-121267
333 SOUTH HOPE STREET, LOS ANGELES, CA, 90071, United States
Phone
213-486-9200
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$42.71B
Discretionary AUM
$38.53B
Team
189 total employees; 96 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-29
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7684 | $31.59B |
| Pooled investment vehicles | 1 | $111.4M |
| Pension/profit sharing plans | 47 | $121.0M |
| Charitable organizations | 627 | $6.44B |
| Corporations/business entities | 279 | $4.45B |
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, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.instagram.com/thecapitalideas/
- https://x.com/CapitalGroupPCS
- https://www.linkedin.com/company/capital-group
- https://www.youtube.com/c/CapitalGroupVideos
- https://www.youtube.com/@capitalgroupprivateclients1394
- https://x.com/CapitalGroup
- https://www.capitalgroup.com
- https://www.facebook.com/CapitalGroup
- https://www.facebook.com/CapitalGroupPCS/
- https://www.instagram.com/capitalgroup/
- https://www.youtube.com/channel/UCsPRD7I63teXv7MPbG8W10g
- https://www.youtube.com/lifeatcapitalgroup
- https://www.threads.net/@capitalgroup
- https://open.spotify.com/show/5JOXwp15t5vFIu2OAxkahr
- https://podcasts.apple.com/us/podcast/capital-ideas-investing-podcast/id1206119204
- https://www.linkedin.com/company/capital-group-private-client-services
Official SEC filing: View on IAPD