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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2024-10-30 |
| NV | RA | APPROVED | 2024-10-30 |
| CA | RA | APPROVED | 2024-09-19 |
| IL | RA | APPROVED | 2024-09-19 |
| NY | RA | APPROVED | 2024-09-19 |
| TX | RA | APPROVED | 2024-09-19 |
Branch Locations
1230 Peachtree Street, N.PRomenade Ii, Suite 2300, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank / Sun Trust Advisory Services | Atlanta | GA | 09/2015 | 11/2018 |
| Capital Group / Capital Group Private Client Services, Inc. | Atlanta | GA | 12/2018 | 08/2024 |
| Capital Group / Capital Group Private Client Services, Inc. | Atlanta | GA | 08/2024 | 08/2025 |
| Capital Group / Capital Group Private Client Services, Inc. | Atlanta | GA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-25 |
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