Capital Research Advisors, LLC is an adviser based in Suwanee. It manages $48.32 million of regulatory assets for 107 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, California, Georgia, and Texas.
Capital Research Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Capital Research Advisors, LLC is $48.32 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Capital Research Advisors, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Capital Research Advisors is high net worth individuals with 15 clients and $26.29 million of assets under management. Among the 2 most similar advisory firms, Capital Research Advisors has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $44.83 million for 94 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Capital Research Advisors doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Capital Research Advisors, LLC performs its advisory services is located at 4185 B Silver Peak Parkway, Suwanee, GA 30024, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 770-925-1000 or by fax 770-932-9685. The normal business hours are 9:00 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at capitalresearchadvisors.com.