{
  "crd_number": 312837,
  "slug": "capital-group-private-client-services-inc-los-angeles-ca-312837",
  "primary_business_name": "CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.",
  "legal_name": "CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.",
  "dbas": [
    "CAPITAL GROUP PRIVATE CLIENT SERVICES"
  ],
  "city": "Los Angeles",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-05-20",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-09-25",
  "carried_forward": false,
  "raum_total": 48374833001.0,
  "raum_discretionary": 43512695645.0,
  "raum_non_discretionary": 4862137356.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 201,
  "advisory_employees": 107,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 7281675807.0,
      "count": 713
    },
    "pension_profit_sharing": {
      "raum": 117686612.0,
      "count": 52
    },
    "high_net_worth_individuals": {
      "raum": 36469415706.0,
      "count": 8803
    },
    "pooled_investment_vehicles": {
      "raum": 124240169.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 4381814707.0,
      "count": 274
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://capitalgroup.com",
    "https://facebook.com/CapitalGroup",
    "https://facebook.com/CapitalGroupPCS",
    "https://instagram.com/capitalgroup",
    "https://instagram.com/thecapitalideas",
    "https://linkedin.com/company/capital-group",
    "https://linkedin.com/company/capital-group-private-client-services",
    "https://open.spotify.com/show/5JOXwp15t5vFIu2OAxkahr",
    "https://podcasts.apple.com/us/podcast/capital-ideas-investing-podcast/id1206119204",
    "https://threads.net/@capitalgroup",
    "https://x.com/CapitalGroup",
    "https://x.com/CapitalGroupPCS",
    "https://youtube.com/@capitalgroupprivateclients1394",
    "https://youtube.com/c/CapitalGroupVideos",
    "https://youtube.com/channel/UCsPRD7I63teXv7MPbG8W10g",
    "https://youtube.com/lifeatcapitalgroup"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312837",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    }
  ],
  "city_as_filed": "LOS ANGELES",
  "url": "https://advisorcensus.com/firm/capital-group-private-client-services-inc-los-angeles-ca-312837",
  "display_name": "Capital Group Private Client Services, Inc.",
  "summary": "Capital Group Private Client Services, Inc. is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2021, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 25, 2026.",
  "citation": "AdvisorCensus. Capital Group Private Client Services, Inc. (CRD 312837): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Capital Group Private Client Services, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Capital Group Private Client Services, Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Capital Group Private Client Services, Inc. located?",
      "a": "Capital Group Private Client Services, Inc.'s principal office is in Los Angeles, CA, according to its Form ADV; the October 2026 filing also lists 6 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Capital Group Private Client Services, Inc. registered with the SEC or a state?",
      "a": "Capital Group Private Client Services, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312837."
    },
    {
      "q": "How much does Capital Group Private Client Services, Inc. manage?",
      "a": "Capital Group Private Client Services, Inc. reports $48,374,833,001 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (90% discretionary)."
    },
    {
      "q": "How have Capital Group Private Client Services, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Capital Group Private Client Services, Inc.: Regulatory assets under management: $35,940,112,466 in the October 2021 data and $48,374,833,001 in the October 2026 data, up 35%. Total employees: 169 in October 2021 and 201 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Capital Group Private Client Services, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (8,803); charitable organizations (713); corporations or other businesses not listed above (274)."
    },
    {
      "q": "Which custodians does Capital Group Private Client Services, Inc. use?",
      "a": "Capital Group Private Client Services, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of New York Mellon as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Capital Group Private Client Services, Inc. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/312837"
    },
    {
      "q": "Does Capital Group Private Client Services, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 2, 2026 says: \"There is a minimum managed relationship size of $5 million. The minimum managed relationship size may be waived from time to time, based on certain factors.\""
    },
    {
      "q": "What changed in Capital Group Private Client Services, Inc.'s recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 96 to 107. Regulatory assets under management went from $42,713,999,861 to $48,374,833,001 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 35940112466.0,
      "total_employees": 169,
      "filing_date": "2021-08-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 30900584168.0,
      "total_employees": 179,
      "filing_date": "2022-09-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 34013068240.0,
      "total_employees": 176,
      "filing_date": "2023-09-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 38338581704.0,
      "total_employees": 176,
      "filing_date": "2024-09-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 38338581704.0,
      "total_employees": 176,
      "filing_date": "2025-07-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 48374833001.0,
      "total_employees": 201,
      "filing_date": "2026-09-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 96 to 107.",
        "Regulatory assets under management went from $42,713,999,861 to $48,374,833,001 (+13%)."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.D(2))."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 60 to 96.",
        "Regulatory assets under management went from $38,338,581,704 to $42,713,999,861 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 2, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "There is a minimum managed relationship size of $5 million. The minimum managed relationship size may be waived from time to time, based on certain factors."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 5000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "There is a minimum managed relationship size of $5 million. The minimum managed relationship size may be waived from time to time, based on certain factors."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Bank of New York Mellon",
      "name_as_filed": "BANK OF NEW YORK MELLON",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/capital-group-private-client-services-inc-los-angeles-ca-312837.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 8803,
      "fewer_than_5": false,
      "raum": 36469415706.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 124240169.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 52,
      "fewer_than_5": false,
      "raum": 117686612.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 713,
      "fewer_than_5": false,
      "raum": 7281675807.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 274,
      "fewer_than_5": false,
      "raum": 4381814707.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312837",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}