Capital Group Private Client Services, INC.
Los Angeles, CA·SEC-registered · CRD #312837
Capital Group Private Client Services, INC. is an SEC-registered investment advisory firm in Los Angeles, CA managing $43B across 19k client accounts, with 96 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$43B
Client accounts
19k
Advisory staff
96
Fee model
Fee-only
How Capital Group Private Client Services, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Capital Group Private Client Services, INC.
How much does Capital Group Private Client Services, INC. manage?
Per its most recent SEC Form ADV filing (05/29/2026), Capital Group Private Client Services, INC. reports $43B in regulatory assets under management across roughly 19k client accounts.
How does Capital Group Private Client Services, INC. charge?
Capital Group Private Client Services, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Capital Group Private Client Services, INC. a fiduciary?
Yes. Capital Group Private Client Services, INC. is registered with the U.S. Securities and Exchange Commission (CRD #312837), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Capital Group Private Client Services, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Capital Group Private Client Services, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Los Angeles, CA
Profile compiled from Capital Group Private Client Services, INC.'s public SEC Form ADV filing (CRD #312837, filed 05/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Capital Group Private Client Services, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Capital Group Private Client Services, INC.? Claim this profile.