THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC
CRD #169727 SEC #801-78844 BETHESDA, MD (301) 214-7666
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
18
Clients
26
Accounts
781
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2024 | $1.2B | $1.2B | $157.9K | 18 | 0 |
| Jul 2024 | $1.2B | $1.2B | $157.9K | 18 | 0 |
| May 2024 | $1.2B | $1.2B | $157.9K | 18 | 0 |
| May 2024 | $1.2B | $1.2B | $157.9K | 18 | 0 |
| Mar 2024 | $1.2B | $1.2B | $157.9K | 18 | 0 |
| Oct 2023 | $807.7M | $807.5M | $117.2K | 17 | 0 |
| Jun 2023 | $807.7M | $807.5M | $117.2K | 16 | 0 |
| Mar 2023 | $807.7M | $807.5M | $117.2K | 16 | 0 |
| Nov 2022 | $757.1M | $757M | $118.9K | 11 | 407 |
| Oct 2022 | $757.1M | $757M | $118.9K | 11 | 407 |
| Oct 2022 | $757.1M | $757M | $118.9K | 11 | 407 |
| Oct 2022 | $757.1M | $757M | $118.9K | 11 | 407 |
| Aug 2022 | $757.1M | $757M | $118.9K | 11 | 407 |
| Apr 2022 | $757.1M | $757M | $118.9K | 11 | 407 |
| Apr 2022 | $757.1M | $757M | $118.9K | 11 | 407 |
| Mar 2022 | $757.1M | $757M | $118.9K | 11 | 407 |
| Jan 2022 | $682.6M | $682.6M | $0 | 12 | 435 |
| Oct 2021 | $682.6M | $682.6M | $0 | 12 | 435 |
| Sep 2021 | $682.6M | $682.6M | $0 | 12 | 435 |
| Sep 2021 | $682.6M | $682.6M | $0 | 12 | 435 |
| Aug 2021 | $682.6M | $682.6M | $0 | 12 | 435 |
| Aug 2021 | $682.6M | $682.6M | $0 | 12 | 435 |
| Apr 2021 | $682.6M | $682.6M | $0 | 12 | 435 |
| Mar 2021 | $682.6M | $682.6M | $0 | 12 | 435 |
| Jun 2020 | $470.7M | $470.7M | $0 | 12 | 435 |
| Apr 2020 | $470.7M | $470.7M | $0 | 12 | 435 |
| Apr 2020 | $470.7M | $470.7M | $0 | 12 | 435 |
| Apr 2020 | $470.7M | $470.7M | $0 | 12 | 435 |
| Mar 2019 | $344.4M | $344.4M | $0 | 12 | 330 |
| Mar 2018 | $270.1M | $270.1M | $0 | 9 | 330 |
| Mar 2017 | $215M | $215M | $0 | 7 | 300 |
| Sep 2016 | $151.1M | $0 | $151.1M | 6 | 200 |
| Mar 2016 | $151.1M | $0 | $151.1M | 6 | 200 |
| Mar 2015 | $128.8M | $128.8M | $0 | 5 | 242 |
| Apr 2014 | $100.4M | $100.4M | $0 | 5 | 200 |
| Dec 2013 | $0 | $0 | $0 | 5 | 0 |
| Nov 2013 | $0 | $0 | $0 | 5 | 0 |
DateJul 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$157.9K
Employees18
Clients0
DateJul 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$157.9K
Employees18
Clients0
DateMay 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$157.9K
Employees18
Clients0
DateMay 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$157.9K
Employees18
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$157.9K
Employees18
Clients0
DateOct 2023
Total AUM$807.7M
Discretionary$807.5M
Non-Disc.$117.2K
Employees17
Clients0
DateJun 2023
Total AUM$807.7M
Discretionary$807.5M
Non-Disc.$117.2K
Employees16
Clients0
DateMar 2023
Total AUM$807.7M
Discretionary$807.5M
Non-Disc.$117.2K
Employees16
Clients0
DateNov 2022
Total AUM$757.1M
Discretionary$757M
Non-Disc.$118.9K
Employees11
Clients407
DateOct 2022
Total AUM$757.1M
Discretionary$757M
Non-Disc.$118.9K
Employees11
Clients407
DateOct 2022
Total AUM$757.1M
Discretionary$757M
Non-Disc.$118.9K
Employees11
Clients407
DateOct 2022
Total AUM$757.1M
Discretionary$757M
Non-Disc.$118.9K
Employees11
Clients407
DateAug 2022
Total AUM$757.1M
Discretionary$757M
Non-Disc.$118.9K
Employees11
Clients407
DateApr 2022
Total AUM$757.1M
Discretionary$757M
Non-Disc.$118.9K
Employees11
Clients407
DateApr 2022
Total AUM$757.1M
Discretionary$757M
Non-Disc.$118.9K
Employees11
Clients407
DateMar 2022
Total AUM$757.1M
Discretionary$757M
Non-Disc.$118.9K
Employees11
Clients407
DateJan 2022
Total AUM$682.6M
Discretionary$682.6M
Non-Disc.$0
Employees12
Clients435
DateOct 2021
Total AUM$682.6M
Discretionary$682.6M
Non-Disc.$0
Employees12
Clients435
DateSep 2021
Total AUM$682.6M
Discretionary$682.6M
Non-Disc.$0
Employees12
Clients435
DateSep 2021
Total AUM$682.6M
Discretionary$682.6M
Non-Disc.$0
Employees12
Clients435
DateAug 2021
Total AUM$682.6M
Discretionary$682.6M
Non-Disc.$0
Employees12
Clients435
DateAug 2021
Total AUM$682.6M
Discretionary$682.6M
Non-Disc.$0
Employees12
Clients435
DateApr 2021
Total AUM$682.6M
Discretionary$682.6M
Non-Disc.$0
Employees12
Clients435
DateMar 2021
Total AUM$682.6M
Discretionary$682.6M
Non-Disc.$0
Employees12
Clients435
DateJun 2020
Total AUM$470.7M
Discretionary$470.7M
Non-Disc.$0
Employees12
Clients435
DateApr 2020
Total AUM$470.7M
Discretionary$470.7M
Non-Disc.$0
Employees12
Clients435
DateApr 2020
Total AUM$470.7M
Discretionary$470.7M
Non-Disc.$0
Employees12
Clients435
DateApr 2020
Total AUM$470.7M
Discretionary$470.7M
Non-Disc.$0
Employees12
Clients435
DateMar 2019
Total AUM$344.4M
Discretionary$344.4M
Non-Disc.$0
Employees12
Clients330
DateMar 2018
Total AUM$270.1M
Discretionary$270.1M
Non-Disc.$0
Employees9
Clients330
DateMar 2017
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees7
Clients300
DateSep 2016
Total AUM$151.1M
Discretionary$0
Non-Disc.$151.1M
Employees6
Clients200
DateMar 2016
Total AUM$151.1M
Discretionary$0
Non-Disc.$151.1M
Employees6
Clients200
DateMar 2015
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees5
Clients242
DateApr 2014
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees5
Clients200
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0