Capital Research & Consulting LLC
Pasadena, CA·SEC-registered · CRD #109868
Capital Research & Consulting LLC is an SEC-registered investment advisory firm in Pasadena, CA managing $6.0B across 88 client accounts, with 2 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.0B
Client accounts
88
Advisory staff
2
Fee model
Fee-based
How Capital Research & Consulting LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Capital Research & Consulting LLC
How much does Capital Research & Consulting LLC manage?
Per its most recent SEC Form ADV filing (06/22/2026), Capital Research & Consulting LLC reports $6.0B in regulatory assets under management across roughly 88 client accounts.
How does Capital Research & Consulting LLC charge?
Capital Research & Consulting LLC is a fee-based firm. Its disclosed compensation arrangements are: Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Capital Research & Consulting LLC a fiduciary?
Yes. Capital Research & Consulting LLC is registered with the U.S. Securities and Exchange Commission (CRD #109868), 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 Research & Consulting LLC 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 Research & Consulting LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Capital Research & Consulting LLC's public SEC Form ADV filing (CRD #109868, filed 06/22/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Capital Research & Consulting LLC. 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 Research & Consulting LLC? Claim this profile.