CRD: 295193
THE Capital Group Fiduciary Advisors, LLC
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- Custodian
- Capital Group · Charles Schwab & Company · Fiduciary Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-09-2018
- Office Locations
- 1
Office Locations
About THE Capital Group Fiduciary Advisors, LLC
The Capital Group Fiduciary Advisors, LLC is an independent, privately owned fiduciary boutique providing bespoke wealth management and financial planning. Services include portfolio design and rebalancing, retirement accumulation and withdrawals, tax minimization, college funding, estate and trust planning, and life/long-term care insurance planning. Investment implementation includes mutual funds and ETFs, with custody support including Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ROBERT JOHN RADOCCIA
Chief Compliance Officer, Managing Member, President
- CRD
- #2591278
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $191,481,487 | $265,210 |
| Non-Discretionary | $0 | -- |
| Total | $191,481,487 | $265,210 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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