RIA Intel›Advisers›Maryland›THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC

THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC

Advisory

N·BETHESDA, MD

Data as of Jul 15, 2024 · Source: SEC Form ADV

Total AUM
$1.2B
1-Year AUM Growth
+46.4%
3-Year CAGR
+20.5%
Employees
17
Assets Under Management
Total AUM$1.2B
Discretionary AUM$1.2B
Non-Discretionary AUM$158K
Discretionary %100%
Total Clients—
Team
Total Employees17
Investment Advisers18
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record37
First FilingNov 15, 2013
Latest FilingJul 15, 2024
🔒 Full AUM trend chart and 37 historical filings spanning 11+ years
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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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