Capital Group Private Client Services, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

312837

SEC number

801-121267

Firm type

RIA

Assets under management

$42.7B as of May 29, 2026

Website

www.instagram.com/capitalgroup ↗

Phone

213-486-9200

Address

333 South Hope Street, Los Angeles, CA, 90071

Advisors at this firm

79 in our index · page 2 of 2

• Rachel Wells MelroyCRD 5549021 · Los Angeles, CA
  IA Registered
• Andrew James MicallefCRD 6209667 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Sandra Shearouse MorelliCRD 1652316 · Los Angeles, CA
  IA Registered
• James McateerCRD 5502296 · New York, NY
  IA Registered
• Nora Christina MccormackCRD 5092060 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Corey MillerCRD 5181149 · Chicago, IL
  IA Registered
• Jaimie Christina MillerCRD 6825388 · New York, NY
  IA RegisteredRegistration inactive
• Siobhan Kirby MorseCRD 7451152 · New York, NY
  IA RegisteredRegistration inactive
• Savitri Padmaviti PaiCRD 2382083 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Neeraj Pravin PatelCRD 5738430 · Los Angeles, CA
  IA Registered
• Aaron Robert PetersenCRD 5552520 · Los Angeles, CA
  IA Registered
• Sunita Hira PatelCRD 4277988 · San Francisco, CA
  IA RegisteredRegistration inactive
• Tara Nicole RichCRD 6952436 · Los Angeles, CA
  IA Registered
• Sarah Alvarez RodriguezCRD 5750177 · San Francisco, CA
  IA Registered
• Daniel Neil RomanowCRD 4415926 · Los Angeles, CA
  IA Registered
• Sean Thomas RourkeCRD 2264666 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Jeffrey Aaron RudermanCRD 5046546 · Los Angeles, CA
  IA Registered
• Zornitsa Ventsislavova SantiagoCRD 4780442 · Los Angeles, CA
  IA Registered
• Norman Robert SanyourCRD 2847490 · Los Angeles, CA
  IA Registered
• Massimigliano Santo SassoCRD 2747297 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Michael Edmond SchmidCRD 1533658 · Los Angeles, CA
  IA Registered
• Gregory David SingerCRD 5036874 · Los Angeles, CA
  IA Registered
• Alan M SwerdloffCRD 2249772 · Los Angeles, CA
  IA Registered
• Michelle Moon St JulienCRD 5383245 · Los Angeles, CA
  IA Registered
• Lucas Nathanial TrammellCRD 4753156 · Dallas, TX
  IA RegisteredRegistration inactive
• Jonathan E TaylorCRD 5523288 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Caroline Margaret TruchanCRD 7579373 · New York, NY
  IA RegisteredRegistration inactive
• Yelena Leah VaynerCRD 6899171 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Matthew YonakCRD 6070093 · Atlanta, GA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.