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Capital Group Private Client Services, Inc. CRD 312837
$42.7B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
333 South Hope Street, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-19 |
| NV | RA | APPROVED | 2025-09-19 |
| NY | RA | APPROVED | 2025-09-19 |
| TX | RA | APPROVED | 2025-09-19 |
| GA | RA | APPROVED | 2025-09-16 |
| CA | RA | APPROVED | 2025-09-15 |
Branch Locations
333 South Hope Street, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds | San Antonio | TX | 09/2006 | 01/2021 |
| Capital Group / Capital Client Group, Inc. | Los Angeles | CA | 01/2021 | 01/2025 |
| Capital Group / Capital Client Group, Inc. | Los Angeles | CA | 01/2025 | 09/2025 |
| Capital Group / Capital Group Private Client Services, Inc. | Los Angeles | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-22 |
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