Data / Investment advisers / California / Capital Group Private Client Services, Inc.
Capital Group Private Client Services, Inc., Los Angeles, CA: $48.4 billion AUM, SEC registered investment adviser
Capital Group Private Client Services, Inc. is an SEC registered investment adviser with its main office in Los Angeles, California and reports $48.4 billion in regulatory assets under management in its Form ADV filed September 25, 2026. Its clients include high net worth individuals, charitable organizations and corporations and other businesses. It is paid through a percentage of assets under management. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 312837
- SEC file number
- 801-121267
- SEC status
- Approved, effective May 20, 2021
- Main office
- 333 South Hope Street, Los Angeles, CA 90071
- Phone
- (213) 486-9200
- Regulatory AUM
- $48,374,833,001 in the Form ADV filed September 25, 2026
- Discretionary AUM
- $43,512,695,645
- Non discretionary AUM
- $4,862,137,356
- Accounts
- 14,334
- Employees
- 201, of which 107 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $124,240,169
- Other offices
- 6
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- September 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 8,803 | $36.47 billion |
| Charitable organizations | 713 | $7.28 billion |
| Corporations or other businesses | 274 | $4.38 billion |
| Pooled investment vehicles | 1 | $124.2 million |
| Pension and profit sharing plans | 52 | $117.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $48.37 billion | September 25, 2026 |
| December 1, 2025 | $42.71 billion | September 26, 2025 |
Other advisers in Los Angeles
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| TCW Asset Management Company LLC | Los Angeles | $81.18 billion | 39 | adviserinfo.sec.gov |
| Metropolitan West Asset Management LLC | Los Angeles | $78.52 billion | Not listed | adviserinfo.sec.gov |
| Capital International, Inc. | Los Angeles | $64.25 billion | 2 | adviserinfo.sec.gov |
| Causeway Capital Management LLC | Los Angeles | $62.24 billion | 11 | adviserinfo.sec.gov |
| Crescent Capital Group LP | Los Angeles | $49.71 billion | 88 | adviserinfo.sec.gov |
| Aristotle Capital Management, LLC | Los Angeles | $43.54 billion | 1 | adviserinfo.sec.gov |
| Lido | Los Angeles | $42.50 billion | 22 | adviserinfo.sec.gov |
| Los Angeles Capital Management LLC | Los Angeles | $40.58 billion | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Los Angeles, CA
- Investment advisers in California
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Advisers that manage private funds
- Capital Group Private Client Services, Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.