SourcingSourcing

CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

C30
CRD 312837·SEC 801-121267·LOS ANGELES, CA
AUM
$42.71B
$1B+
Est. Revenue
$427.1M
@ 1% on AUM
Est. EBITDA
$128.1M
@ 30% margin
Est. Deal Value
$1.03B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
CRD
312837
SEC file #
801-121267
EIN
392018056
DBA names
—

Economics

AUM
$42.71B
AUM band
$1B+
AUM trajectory
'22'26
$35.94B → $42.71B▲ +19%
Client mix
Individuals High Net Worth7,684
Charitable Organizations627
Corporations279
Pension Profit Sharing Plans47
Pooled Investment Vehicles1

Operations

Employees (total)
189
Advisory staff (per ADV)
96
Advisory staff (5-yr trend)
'22'26
50 advisors → 96 advisors▲ +92%
Primary office
LOS ANGELES CA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/02/2026
ADV-W filed at
—
Website
instagram.com/capitalgroup(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CAPITAL GROUP INTERNATIONAL, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
CAPITAL GROUP INTERNATIONAL, INC.
BURT, CHRISTOPHER, THOMAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:privateclient.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
188
Form 5500 Total Compensation
6,600,558
Form 5500 Compensation Trajectory 3y
20256,448,661
2026151,897
Form 5500 Plan Count Trajectory 3y
2025182
20266
Schedule C Total Compensation
6,600,558
Schedule C Service Provider Rows
188

SEC EDGAR

Edgar Cik
0001141802
Edgar Registered
Yes
Edgar Filing Count
95
Edgar First Filing Date
2005-02-14
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
93
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001085146-26-000398
Edgar Former Names
NORTHWESTERN MUTUAL TRUST CO

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
State Street6
E*trade4
Bny Mellon2
Edgar Addresses
Mailing
720 EAST WISCONSIN AVENUEMILWAUKEE, WI 53202
Business
720 EAST WISCONSIN AVENUEMILWAUKEE, WI 53202
Edgar EIN
392018056
Edgar Recent Filings
13F-HR2026-05-07 · 0001085146-26-000398
13F-HR/A2026-02-10 · 0001141802-26-000007
Fee Schedule
Bracket Ix55
Bracket I31
Bracket Iv6
Bracket Xi5
Bracket X2
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (56)

56
BURT, CHRISTOPHER, THOMAS
Executive Officer · 2.5%
5660594
KNIHTILA, MATTHEW, EDWIN
Executive Officer · 2.5%
4903485
MATTHEW PHILIP O'CONNOR
Executive Officer · 2.5%
2427203
Keith Alan Piken
Executive Officer · 2.5%
2576730
SAKS, KEVIN, MICHAEL
Executive Officer · 2.5%
5503869
SILVERMAN, SUSI, MICHELE
Executive Officer · 2.5%
5336044
Ronald Locatelli Flores
IAR
5884872
AARON ROBERT PETERSEN
IAR
5552520
SUSANNAH EMAMI
IAR
6280302
MICHAEL JAMES MORRISSEY
IAR
6406256
William Eagan Ford
IAR
5359390
James McAteer
IAR
5502296
GREGORY DAVID SINGER
IAR
5036874
Matthew Yonak
IAR
6070093
Bhavika Acharya Beniwal
IAR
6748116
Alexander John Hwang
IAR
6680748
MICHAEL EDMOND SCHMID
IAR
1533658
Javier Escamilla
IAR
5643361
EDWARD MANUEL GONZALEZ
IAR
7221230
JENNIFER BAKER COOK
IAR
1243994
Shant Kevin Gourdikian
IAR
2826929
Emily Konrad Lantz
IAR
7055072
Corey Miller
IAR
5181149
SUNG PYO LEE
IAR
4856630
ZORNITSA VENTSISLAVOVA SANTIAGO
IAR
4780442
Nicole Whitney Hultin
IAR
5940290
Jenna Scandalios
IAR
7255372
DALE HAN KANG
IAR
5047813
ELIZABETH DRISCOLL DENNING
IAR
5920506
WILLIAM CHRISTOPHER JENKINS
IAR
2542099
Tenny Elize Adourian
IAR
7980545
JASON BELLAMY LERSCH
IAR
5088856
Jeffrey Aaron Ruderman
IAR
5046546
SAMUEL MITCHELL DASHIELL
IAR
6015322
DANIEL NEIL ROMANOW
IAR
4415926
LYNNE MARIE KNOX
IAR
4375761
SCOTT MITCHELL SANDLER
IAR
6402854
ERIC MARTIN HEER
IAR
4858291
ROBERT BARRON LEWIS
IAR
4772376
STEVEN JOHN LUCADAMO
IAR
5399684
ROBERT WILLIAM KELLY
IAR
2385218
DAVID JOSEPH FERRY
IAR
1802779
GLENN ANDREW ODONNELL
IAR
5851064
JOSEPH MATTHEW LUMARDA
IAR
5686592
NEERAJ PRAVIN PATEL
IAR
5738430
GLENN GARRY GEIST
IAR
1089596
SANDRA SHEAROUSE MORELLI
IAR
1652316
RALPH EMERSON HECKERT
IAR
1229367
NORMAN ROBERT SANYOUR
IAR
2847490
JENNIFER GEORGE BIRDSEY
IAR
2881394
ANIEKAN OKON ARCHIBONG
IAR
3278114
Douglas McLeod Kilroy
IAR
4424142
MASSIMIGLIANO SANTO SASSO
IAR
2747297
Intcher Bramlett
IAR
6435468
James Peter Evans
IAR
5714427
Emilija Gaubaite
IAR
7065487