Investment adviser · CRD 312837

CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

Investment adviser filing (IA)

LOS ANGELES, CA, United States · Form ADV filed Sep 25, 2026

Regulatory AUM: $48.4B
Client accounts: 14,334
Employees: 201
Advisory professionals: 107

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	8,803	$36,469,415,706	75.4%
Charities	713	$7,281,675,807	15.1%
Corporations & businesses	274	$4,381,814,707	9.1%
Pooled investment vehicles	1	$124,240,169	0.3%
Retirement plans	52	$117,686,612	0.2%

Filing source

Form ADV 2120164 · Sep 25, 2026 · 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

1 Private fund

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

CAPITAL GROUP ALTERNATIVE STRATEGIES MASTER FUND, LPOther Private Fund · Last reported Sep 25, 2026$124MGross asset value

Feeder funds

Fund administrator INTERNATIONAL FUND SERVICES (N.A.), L.L.C NEW YORK, New York, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP LOS ANGELES, California, United States

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Marketer FAMILY WMS, LLC ATLANTA, Georgia, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572

FAMILY WMS, LLC
CRD 126456 · SEC 801-61987

Fund details & source

Fund ID: 805-9117498120
Reported beneficial owners: 2
Minimum commitment: $500K
Form D file number: 021-205621
Form D file number: 021-205622

Form ADV 2120164 · Sep 25, 2026 · Schedule D 7.B.(1)

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

Services & filing details

Most recent filing: Sep 25, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

333 SOUTH HOPE STREET
LOS ANGELES, CA, 90071, United States

CRD 312837

Filing source

Form ADV 2120164 · Sep 25, 2026 · 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.