CAPITAL RESEARCH & CONSULTING LLC
CRD #109868 SEC #801-56356 PASADENA, CA 626-844-1440
SEC Registered
Total AUM
$6.1B
Discretionary
$517.2M
Employees
8
Clients
0
Accounts
64
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $6.1B | $517.2M | $5.6B | 8 | 0 |
| Apr 2024 | $6.3B | $502.9M | $5.8B | 8 | 0 |
| Feb 2024 | $6.3B | $502.9M | $5.8B | 8 | 0 |
| Oct 2023 | $5.3B | $410.8M | $4.9B | 8 | 0 |
| Mar 2023 | $5.5B | $419M | $5B | 8 | 0 |
| Mar 2022 | $6.4B | $364.2M | $6.1B | 6 | 0 |
| Mar 2021 | $5.4B | $269.9M | $5.2B | 6 | 0 |
| Jun 2020 | $4.9B | $271.1M | $4.6B | 6 | 0 |
| Mar 2020 | $4.9B | $271.1M | $4.6B | 6 | 0 |
| Mar 2019 | $3.9B | $158.7M | $3.8B | 6 | 0 |
| Mar 2018 | $4.4B | $97.3M | $4.3B | 6 | 0 |
| Mar 2017 | $3.6B | $56.7M | $3.5B | 6 | 26 |
| Apr 2016 | $3.3B | $103.7M | $3.2B | 7 | 26 |
| Mar 2016 | $3.3B | $103.7M | $3.2B | 7 | 26 |
| Mar 2015 | $3.3B | $74.7M | $3.2B | 7 | 26 |
| Mar 2014 | $3.1B | $65M | $3B | 7 | 26 |
| Mar 2013 | $2.5B | $18.4M | $2.5B | 7 | 26 |
| Nov 2012 | $2.2B | $133.6M | $2.1B | 7 | 26 |
| Jul 2012 | $2.2B | $133.6M | $2.1B | 1 | 26 |
| Jun 2012 | $2.2B | $133.6M | $2.1B | 1 | 26 |
| Mar 2012 | $2.2B | $133.6M | $2.1B | 1 | 26 |
| Mar 2012 | $2.2B | $133.6M | $2.1B | 1 | 26 |
DateMar 2025
Total AUM$6.1B
Discretionary$517.2M
Non-Disc.$5.6B
Employees8
Clients0
DateApr 2024
Total AUM$6.3B
Discretionary$502.9M
Non-Disc.$5.8B
Employees8
Clients0
DateFeb 2024
Total AUM$6.3B
Discretionary$502.9M
Non-Disc.$5.8B
Employees8
Clients0
DateOct 2023
Total AUM$5.3B
Discretionary$410.8M
Non-Disc.$4.9B
Employees8
Clients0
DateMar 2023
Total AUM$5.5B
Discretionary$419M
Non-Disc.$5B
Employees8
Clients0
DateMar 2022
Total AUM$6.4B
Discretionary$364.2M
Non-Disc.$6.1B
Employees6
Clients0
DateMar 2021
Total AUM$5.4B
Discretionary$269.9M
Non-Disc.$5.2B
Employees6
Clients0
DateJun 2020
Total AUM$4.9B
Discretionary$271.1M
Non-Disc.$4.6B
Employees6
Clients0
DateMar 2020
Total AUM$4.9B
Discretionary$271.1M
Non-Disc.$4.6B
Employees6
Clients0
DateMar 2019
Total AUM$3.9B
Discretionary$158.7M
Non-Disc.$3.8B
Employees6
Clients0
DateMar 2018
Total AUM$4.4B
Discretionary$97.3M
Non-Disc.$4.3B
Employees6
Clients0
DateMar 2017
Total AUM$3.6B
Discretionary$56.7M
Non-Disc.$3.5B
Employees6
Clients26
DateApr 2016
Total AUM$3.3B
Discretionary$103.7M
Non-Disc.$3.2B
Employees7
Clients26
DateMar 2016
Total AUM$3.3B
Discretionary$103.7M
Non-Disc.$3.2B
Employees7
Clients26
DateMar 2015
Total AUM$3.3B
Discretionary$74.7M
Non-Disc.$3.2B
Employees7
Clients26
DateMar 2014
Total AUM$3.1B
Discretionary$65M
Non-Disc.$3B
Employees7
Clients26
DateMar 2013
Total AUM$2.5B
Discretionary$18.4M
Non-Disc.$2.5B
Employees7
Clients26
DateNov 2012
Total AUM$2.2B
Discretionary$133.6M
Non-Disc.$2.1B
Employees7
Clients26
DateJul 2012
Total AUM$2.2B
Discretionary$133.6M
Non-Disc.$2.1B
Employees1
Clients26
DateJun 2012
Total AUM$2.2B
Discretionary$133.6M
Non-Disc.$2.1B
Employees1
Clients26
DateMar 2012
Total AUM$2.2B
Discretionary$133.6M
Non-Disc.$2.1B
Employees1
Clients26
DateMar 2012
Total AUM$2.2B
Discretionary$133.6M
Non-Disc.$2.1B
Employees1
Clients26