# The Capital Group Fiduciary Advisors, LLC

> The Capital Group Fiduciary Advisors, LLC is an SEC-registered investment advisory firm, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 295193
- Filed as: THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/295193
- AdvisorCensus page: https://advisorcensus.com/firm/the-capital-group-fiduciary-advisors-llc-295193

## Quick answers

**How is The Capital Group Fiduciary Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), The Capital Group Fiduciary Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**How much does The Capital Group Fiduciary Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 19, 2026 states: Hourly rate: $500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is The Capital Group Fiduciary Advisors, LLC registered with the SEC or a state?**
The Capital Group Fiduciary Advisors, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 295193.

**How much does The Capital Group Fiduciary Advisors, LLC manage?**
The Capital Group Fiduciary Advisors, LLC reports $191,481,487 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**How have The Capital Group Fiduciary Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for The Capital Group Fiduciary Advisors, LLC: Regulatory assets under management: $128,491,573 in the October 2021 data and $191,481,487 in the October 2026 data, up 49%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Capital Group Fiduciary Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (232); high net worth individuals (51); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does The Capital Group Fiduciary Advisors, LLC use?**
The Capital Group Fiduciary Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does The Capital Group Fiduciary 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 SEC record: https://adviserinfo.sec.gov/firm/summary/295193

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Hourly rate: $500 an hour (financial planning services)

> We charge an hourly fee of $500 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $191,481,487
- Discretionary: $191,481,487
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 232 | $47,333,169 |
| High net worth individuals | 51 | $143,128,853 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $1,019,465 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, NH, NY, RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Cranston, RI

### Websites listed on Form ADV (Item 1.I)
- [capitalgroupfa.com](https://capitalgroupfa.com)
- LinkedIn @robert-radoccia-8998b25a

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $128,491,573 | 3 | April 14, 2021 |
| October 2022 | $152,575,795 | 3 | March 28, 2022 |
| October 2023 | $134,010,680 | 3 | March 28, 2023 |
| October 2024 | $154,283,408 | 3 | September 20, 2024 |
| October 2025 | $206,685,192 | 3 | March 19, 2025 |
| October 2026 | $191,481,487 | 3 | March 19, 2026 |

Regulatory assets under management: $128,491,573 in the October 2021 data and $191,481,487 in the October 2026 data, up 49%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Capital Group Fiduciary Advisors, LLC (CRD 295193): Form ADV filing data as of October 2026.