RIA Intel›Advisers›California›CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

Advisory

N·LOS ANGELES, CA

Data as of Mar 2, 2026 · Source: SEC Form ADV

Total AUM
$42.7B
1-Year AUM Growth
+11.4%
3-Year CAGR
+11.4%
Employees
96
Assets Under Management
Total AUM$42.7B
Discretionary AUM$38.5B
Non-Discretionary AUM$4.2B
Discretionary %90.2%
Total Clients8,638
Team
Total Employees96
Investment Advisers189
Employee Growth (1Y)-7.7%
Filing History
Total Filings on Record22
First FilingApr 20, 2021
Latest FilingMar 2, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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