CAPITAL RESEARCH AND MANAGEMENT COMPANY

Company Profile

As of Date 09/25/2026
ADV Location United States, CA
Websites
AUM* 4,320,750,232,546 30%
of that, discretionary 4,320,750,232,546 30%
Number of Employees 1,535 4%
of those in investment advisory functions 534 19%
Private Fund GAV* 0
Avg Account Size 183,253,466 23%
High Net Worth 3.52% -55%
SMA’s Yes
Private Funds 2

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company
- Related adviser

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Disclosure Reporting

11.A(1) Convicted of felony (past 10 yrs)
11.D(2) Other regulator found violation
View 3 DRP Records

Recent News

Reported AUM

3,754B 3,217B 2,681B 2,145B 1,609B 1,072B 536B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

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Related Companies

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