RIA Intel›Advisers›California›CAPITAL RESEARCH AND MANAGEMENT COMPANY

CAPITAL RESEARCH AND MANAGEMENT COMPANY

Institutional

N·LOS ANGELES, CA

Data as of May 29, 2026 · Source: SEC Form ADV

Total AUM
$3.8T
1-Year AUM Growth
+12.9%
3-Year CAGR
+2.3%
Employees
393
Assets Under Management
Total AUM$3.8T
Discretionary AUM$3.8T
Non-Discretionary AUM$0
Discretionary %100%
Total Clients22,833
Team
Total Employees393
Investment Advisers1,417
Employee Growth (1Y)+2.8%
Filing History
Total Filings on Record84
First FilingApr 30, 2001
Latest FilingMay 29, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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