CRD: 312837
Capital Group Private Client Services, Inc.
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- Custodian
- American Funds · BNY Mellon · Capital Group · Pershing · State Street
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2020
- Office Locations
- 12
Office Locations
About Capital Group Private Client Services, Inc.
Capital Group Private Client Services, Inc. is part of Capital Group, home of the American Funds, serving financial intermediaries (including RIAs), institutions and retirement plan audiences. The firm provides private-wealth and planning-oriented services such as portfolio construction, estate and retirement planning, and 529 support, implemented primarily with public funds and ETFs.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
CHRISTOPHER THOMAS BURT
DIRECTOR, Secretary, SENIOR VICE PRESIDENT, Vice President
- CRD
- --
- Ownership
- Less than 5%
MATTHEW EDWIN KNIHTILA
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Catalyst peak
Eagle ember capital
- CRD
- #96849
- Ownership
- 13.8%
Showing 2 of 6 owners & executives
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Tenny Elize Adourian
Private Wealth Advisor
- CRD
- #7980545
THOMAS NICHOLAS ANDERSON Jr.
--
- CRD
- #5441580
Ridge beacon
Optima prime quantum
- CRD
- #22165
Showing 2 of 108 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,532,673,854 | $7,176,881 |
| Non-Discretionary | $4,181,326,007 | $623,706 |
| Total | $42,713,999,861 | $3,537,977 |
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Separately Managed Accounts
Total SMA Asset: $42,602,636,540
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $812,982,082 | 24.7% |
| Equity - Exchange | $375,222,499 | 11.4% |
| Municipal Bonds | $190,902,675 | 5.8% |
| Cash | $868,936,314 | 26.4% |
| Private Funds | $236,982,631 | 7.2% |
| Equity - OTC | $806,399,231 | 24.5% |
| Total | $3,291,425,432 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST HARBOR | MERIDIAN MERIDIAN | 9ZBDCAJJ2 | GCM | 5.18% | $92,353,193 |
| MATRIX OPTIMA | VALUE PEAK | 7MZ79W2C9 | RMD | 12.44% | $3,171,673 |
| CATALYST INSIGHT SUMMIT | SIGNAL LEGACY | 1LF1VESOB | BXI | 10.55% | $44,971,964 |
| VERTEX VECTOR PIONEER | LEGACY CATALYST | C2CG1BY3D | KYAX | 1.91% | $61,824,567 |
| PEAK FOCUS | SIGNAL OPTIMA | 9L21XHC7I | SOAX | 9.49% | $77,121,684 |
| WAVE MATRIX CREST | EMBER UNISON | FHRMQ62CM | OPBK | 12.24% | $52,354,207 |
| HARBOR NORTH FOUNDATION | FUSION MOMENTUM | HAW3L6AUC | COI | 0.75% | $97,611,910 |
| MERIDIAN VECTOR | VERTEX ALPHA | 48M4B2DNP | ADIKS | 8.49% | $32,208,898 |