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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.
Reported data analysis
What the numbers show
Between September 26, 2025 and September 25, 2026, reported AUM increased 13.3%, from $42.7B to $48.4B.
Across 5 reported observations, AUM increased 56.5% between October 6, 2022 and September 25, 2026, from $30.9B to $48.4B.
Of the latest reported AUM, 89.9% is discretionary and 10.1% is non-discretionary.
The firm reports 107 advisory representatives and 9,843 clients, or 92 clients per representative. That equates to $4.9M in reported AUM per client.
The profile lists 12 reported office locations and 6 years in operation. The source data was last updated on September 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Capital Group Private Client Services, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 5 owners & executives
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Tenny Elize Adourian
Private Wealth Advisor
- CRD
- #7980545
THOMAS NICHOLAS ANDERSON Jr.
--
- CRD
- #5441580
Showing 2 of 112 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,512,695,645 | $7,109,918 |
| Non-Discretionary | $4,862,137,356 | $591,933 |
| Total | $48,374,833,001 | $3,374,831 |
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Separately Managed Accounts
SMA allocation detail is available
Capital Group Private Client Services, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Capital Group Private Client Services, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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