Investment adviser · CRD 169727

THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC

Investment adviser filing (IA)

BETHESDA, MD, United States · Form ADV filed Jul 15, 2024

Regulatory AUM
$1.18B
Form ADV · Item 5.F
Client accounts
781
Accounts, not individual clients
Employees
18
Reported in this filing
Advisory professionals
17
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Retirement plans167$975,095,79282.4%
High-net-worth individuals59$128,748,68610.9%
Individuals213$59,806,8745.1%
Corporations & businessesFewer than 5$19,113,3041.6%
Filing source

Form ADV 1888650 · Jul 15, 2024 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 15, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

6720-B ROCKLEDGE DRIVE, SUITE 400
BETHESDA, MD, 20817, United States

CRD 169727

Filing source

Form ADV 1888650 · Jul 15, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.