Wealth manager, bank-affiliated · LOS Angeles, CA
Capital Group Private Client Services, Inc.
SEC-registered investment adviser · CRD 312837 · SEC 801-121267
At a glance
Capital Group Private Client Services, Inc. is an SEC-registered investment adviser based in LOS Angeles, California, with $48.4 billion in regulatory assets under management as of its Form ADV filed September 25, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 8,803 individual clients. By Form ADV it is a wealth manager (bank-affiliated), ranked 46th of 8,915 wealth managers and 444th of 17,210 SEC-registered advisers by assets.
Main office 213-486-9200capitalgroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $48B
- Rank among wealth managers
- #46 of 8,915
- Rank among all SEC RIAs
- #444 of 17,210
- Rank in California
- #45 of 1,873
- Individual clients
- 8,803
- High-net-worth clients
- 8,803
- Accounts
- 14,334
- Discretionary
- 90% of AUM
- Employees
- 201
- Advisory staff
- 107
- Offices
- 7
Owners and executives on its Form ADV
- Matthew Philip O'ConnorDirector, Chairman
- Kevin M. SaksDirector, President
- Susi M. SilvermanChief Financial Officer and Treasurer
- Christopher T. BurtDirector, Senior Vice President and Secretary
- Keith Alan PikenDirector
- Matthew E. KnihtilaChief Compliance Officer
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Capital Client Group, Inc..
- Capital Client Group, Inc. ↗CRD 6247
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 8,803 | $36B | 75% |
| Charitable organizations | 713 | $7.3B | 15% |
| Corporations or other businesses | 274 | $4.4B | 9% |
| Pooled investment vehicles | 1 | $124M | <1% |
| Pension and profit sharing plans | 52 | $118M | <1% |
Private funds
Capital Group Private Client Services, Inc. reports 1 private funds with $124M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Capital Group Private Client Services, Inc. answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗capitalgroup.com ↗
AtlasMembers
The full record on Capital Group Private Client Services, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 92 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 4Locked
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Background
Questions
How much does Capital Group Private Client Services, Inc. manage?
Capital Group Private Client Services, Inc. reports $48.4 billion in regulatory assets under management across 14,334 accounts, 90% of it on a discretionary basis, on its Form ADV filed September 25, 2026.
What kind of firm is Capital Group Private Client Services, Inc.?
Capital Group Private Client Services, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. It reports a bank or thrift among its related persons.
Who are Capital Group Private Client Services, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($36.5 billion, 8,803 clients); charitable organizations ($7.3 billion, 713 clients); corporations or other businesses ($4.4 billion, 274 clients).
Does Capital Group Private Client Services, Inc. manage private funds?
Yes. It reports 1 private funds with $124 million in gross assets, including other private funds.
Does Capital Group Private Client Services, Inc. have any disciplinary history?
Capital Group Private Client Services, Inc. answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Capital Group Private Client Services, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →