Clients
Capital Group Private Client Services serves 9,843 clients, 8,803 of them high-net-worth individuals. The average client has about $4.9 million with the firm, and high-net-worth clients hold 75% of its $48.4 billion in assets.
- High-net-worth individuals8,803 clients75%
- Charitable organizations713 clients15%
- Corporations and other businesses274 clients9%
- OtherPooled investment vehicles, Pension and profit-sharing plans1%
What it does
Capital Group Private Client Services provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets.
Capital Group Private Client Services advises 1 private funds.
89.9% of assets ($43.51B across 6,120 accounts) are managed with discretion; $4.86B across 8,214 accounts are not. 1% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
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| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 8,803 | $36,469,415,706 | 75.4% | $4.14M |
| Pooled investment vehicles | 1 | $124,240,169 | 0.3% | $124.2M |
| Pension and profit-sharing plans | 52 | $117,686,612 | 0.2% | $2.26M |
| Charitable organizations | 713 | $7,281,675,807 | 15.1% | $10.2M |
| Corporations and other businesses | 274 | $4,381,814,707 | 9.1% | $16.0M |
| Total | 9,843 | $48,374,833,001 | 100% | $4.91M |
- Regulatory AUM
- $36,469,415,706
- Share
- 75.4%
- Avg. per client
- $4.14M
- Regulatory AUM
- $124,240,169
- Share
- 0.3%
- Avg. per client
- $124.2M
- Regulatory AUM
- $117,686,612
- Share
- 0.2%
- Avg. per client
- $2.26M
- Regulatory AUM
- $7,281,675,807
- Share
- 15.1%
- Avg. per client
- $10.2M
- Regulatory AUM
- $4,381,814,707
- Share
- 9.1%
- Avg. per client
- $16.0M
What the accounts hold
- Stocks29%
- Exchange-traded equities27%
- Non-exchange-traded equities2%
- Funds63%
- Registered funds61%
- Pooled vehicles2%
- Bonds5%
- Cash3%
Custodians
Capital Group Private Client Services’ client accounts are held mainly at The Bank of New York Mellon, with 95% of managed assets. Capital Group Private Client Services has custody of $124.2M for 1 clients.
- The Bank of New York MellonThe Bank of New York Mellon · New York, NY · $45.86B95%
- All other custodians$2.52B5%
Ownership and leadership
Capital Group International, Inc. owns 75% or more of Capital Group Private Client Services.
- Owns 75% or more of Capital Group Private Client Services, Inc.
Capital Group International, Inc.
Control person · since July 2020
- Owns 75% or more of Capital Group International, Inc.
Capital Research and Management Company
Control person · since July 2014
- Owns 75% or more of Capital Research and Management Company
The Capital Group Companies, Inc.
Control person · since February 1967
Leadership
- Christopher BurtDirector, Senior Vice President and Secretary
- Kevin SaksDirector, President
- Susi SilvermanChief Financial Officer and Treasurer
- Matthew KnihtilaChief Compliance Officer
- Matthew O'ConnorDirector, Chairman
- Keith PikenDirector
Staff
- 201 employees
- 107 in advisory functions
- 107 state-registered reps
- 62 soliciting firms
Reported holdings
Capital Group Private Client Services’ reported 13F holdings total $7.09B across 260 positions, and the ten largest make up 65.8% of it.
- $7.09B
- Reported 13F value
- 260
- Positions
- 65.8%
- In the 10 largest
- +19.6%
- Value vs. prior quarter
- Capital Group Growth ETF · Shs Creat Unit18.7%
- Capital Group Gbl Growth EQT · Shs Creat Unit14.8%
- Capital Group Dividend Value · Shs Creat Unit8.8%
- Alphabet Inc. · Cap Stk CL C4.3%
- Capital Group Global Equity4.2%
- Alphabet Inc. · Cap Stk CL A3.7%
- Capital Group Core Equity ET · Shs Creat Unit3.3%
- Capital Group Dividend Growe · Shs ETF3.3%
- Capital Group Conservative E2.9%
- Capital Group New Geography1.9%
Together, the ten largest are 65.8% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $7.09B is not its $48.37B in regulatory assets and does not represent any individual client's portfolio.
Fees
Capital Group Private Client Services charges up to 0.65% a year for investment advisory services.
| Service | Stated range | How it is charged |
|---|---|---|
| Investment advisory services | Up to 0.65% a year | Percentage of assets; billed in arrears. |
- Stated range
- Up to 0.65% a year
- How it is charged
- Percentage of assets; billed in arrears.
Offices and registrations
Besides its headquarters, Capital Group Private Client Services has 6 offices, with 7 listed addresses across 4 states.
California · 4 listed addresses
- 333 South Hope Street, Los AngelesHQ
- Steuart Tower 1 Market Street, San Francisco
- 11100 Santa Monica BLVD, Los Angeles
- 2500 Sand Hill RD, Menlo Park
Georgia · 1 listed address
- 1230 Peachtree Street, N.E., Atlanta
Illinois · 1 listed address
- 444 W. Lake Street, Chicago
New York · 1 listed address
- 399 Park Avenue, New York
Other business names
Capital Group Private Client Services has reported 1 other business name to the SEC.
- Capital Group Private Client Services
Registration details
- Legal name
- Capital Group Private Client Services, Inc.
- Headquarters
- 333 South Hope Street, Los Angeles, CA 90071
- Phone
- 213-486-9200
- Website
- www.capitalgroup.com
- SEC file
- 801-121267
- Founded
- 2020
- Structure
- California corporation
- Fiscal year end
- June
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Capital Group Private Client Services have?
Capital Group Private Client Services has 9,843 clients and manages $48.4 billion for them, as of September 2026. They include 8,803 high-net-worth individuals, 713 charitable organizations and 274 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 September 2026
What services does Capital Group Private Client Services offer?
Capital Group Private Client Services provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Capital Group Private Client Services charge?
Capital Group Private Client Services charges up to 0.65% a year for investment advisory services.
Source: Part 2A brochure, Item 5
Which custodians does Capital Group Private Client Services use?
Capital Group Private Client Services’ separately managed account assets are held at The Bank of New York Mellon (New York, NY), with $45,857,264,047. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 September 2026
How many financial advisors does Capital Group Private Client Services have?
Capital Group Private Client Services has 107 investment adviser representatives registered with state securities authorities, out of 201 employees, and 107 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Capital Group Private Client Services invest in?
At the end of its last fiscal year, Capital Group Private Client Services’ separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 27% exchange-traded equities, 5% state and local bonds, 3% cash and equivalents, 2% non-exchange-traded equities and 2% pooled vehicles (private funds and similar). It advises 1 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Capital Group Private Client Services have a minimum investment?
Yes, Capital Group Private Client Services’ minimum account size is $5,000,000.
Source: Part 2A brochure, Items 5 and 7
Who owns Capital Group Private Client Services?
Capital Group Private Client Services is owned through a chain of holding companies by the Capital Group Companies, Inc. Its direct owner is Capital Group International, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 September 2026
How does Capital Group Private Client Services get paid?
Capital Group Private Client Services is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
