Investment adviser · CRD 109868
CAPITAL RESEARCH & CONSULTING LLC
Investment adviser filing (IA)
PASADENA, CA, United States · Form ADV filed Jun 22, 2026
- Regulatory AUM
- $5.99B Form ADV · Item 5.F
- Client accounts
- 51 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 15 | $4,969,458,693 | 83.0% |
| Government entities | 5 | $1,015,942,884 | 17.0% |
Filing source
Form ADV 2114735 · Jun 22, 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
0 Private fundsThe 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: Jun 22, 2026. View historical filings
Reported services
Business portfolio management · Pension consulting
Compensation
Fixed
Principal office
15 S. RAYMOND AVENUE, SUITE 200PASADENA, CA, 91105, United States
CRD 109868
Filing source
Form ADV 2114735 · Jun 22, 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.