# Capital Research Advisors, LLC

> Capital Research Advisors, LLC is a state-registered investment advisory firm in Suwanee, GA, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 125621
- Filed as: CAPITAL RESEARCH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Suwanee, GA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125621
- AdvisorCensus page: https://advisorcensus.com/firm/capital-research-advisors-llc-suwanee-ga-125621

## Quick answers

**How is Capital Research Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Capital Research Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Capital Research Advisors, LLC located?**
Capital Research Advisors, LLC's principal office is in Suwanee, GA, according to its Form ADV.

**Is Capital Research Advisors, LLC registered with the SEC or a state?**
Capital Research Advisors, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 125621.

**How much does Capital Research Advisors, LLC manage?**
Capital Research Advisors, LLC reports $62,943,363 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (98% discretionary).

**What types of clients does Capital Research Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (149); high net worth individuals (7); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Capital Research Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/125621

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $62,943,363
- Discretionary: $61,906,775
- Non-discretionary: $1,036,588

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 149 | $40,844,544 |
| High net worth individuals | 7 | $20,714,813 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $818,012 |
| Charitable organizations | 1 | $565,994 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capitalresearchadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Research Advisors, LLC (CRD 125621): Form ADV filing data as of October 2026.