THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC
  • THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC
  • BELLECHASE ADVISORS, LLC
  • THE CAPITAL GROUP ASSOCIATION CONSULTANTS, LLC
  • THE CAPITAL GROUP

Adviser Profile

As of Date 10/18/2024
Registration status Terminated
ADV Location BETHESDA, MD, United States
Contact Info (30 xxxxxxx
Websites
AUM* 1,182,764,656 46%
of that, discretionary 1,182,606,758 46%
Number of Employees 18 6%
of those in investment advisory functions 17
Private Fund GAV* 0
Avg Account Size 1,514,423 32%
% High Net Worth 13.35% 40%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Pension consultant

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1B 1B 845M 676M 507M 338M 169M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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