Capital Group Private Client Services, Inc.
Capital Group Private Client Services, Inc. is a wealth management firm located in Los Angeles, California, founded in 1974. It serves wealthy individuals, families, trusts, and foundations by delivering personalized investment management and financial planning. The firm employs around 175-241 people and is backed by Capital Group, one of the world’s largest asset management firms with over $2 trillion in assets. Capital Group Private Client Services provides its clients with access to global resources, rigorous research, and decades-long client relationships, focused on long-term financial outcomes. Registered as an SEC RIA since 2021, it has a dedicated staff of around 60 advisors serving over 8,000 clients across all 50 states.
Investment Strategy
Capital Group Private Client Services delivers hands-on, personalized wealth management through a long-term investment approach, focusing on stability and tax efficiency across market cycles. Their strategy is driven by rigorous, bottom-up research and comprehensive analysis, eschewing short-term trend chasing. Instead, they emphasize selecting quality investments designed to protect and grow capital through varying economic conditions. The firm’s Private Wealth Advisors are compensated based on client success, not on selling products, ensuring true fiduciary alignment and recommendations tailored to individual client needs.
Latest 13F Filing Activity
Capital Group Private Client Services, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 277 equity positions with a total 13F market value of $12B. The fund increased holdings in Broadcom Inc., Capital Group Growth Etf, Microsoft Corp. among other positions. Capital Group Private Client Services, Inc. reduced exposure to Unitedhealth Group Inc., Regeneron Pharmaceuticals, Apple Inc. among others.
Top Holdings
Equity Positions (277)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGGR | CAPITAL GROUP GROWTH ETF | 7.84% | $904.9M | 22,261,894 | $26.77 | $40.65 | +$157.4M |
A AVGO | BROADCOM INC | 5.16% | $595.8M | 2,161,334 | $49.86 | $275.65 | +$223.9M |
C CGGO | CAPITAL GROUP GBL GROWTH EQT | 5.05% | $582.5M | 18,220,559 | $25.09 | $31.97 | +$81.3M |
M MSFT | MICROSOFT CORP | 4.33% | $499.6M | 1,004,438 | $287.01 | $497.41 | +$126.2M |
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.97% | $342.8M | 8,679,595 | $28.39 | $39.49 | +$49.7M |
Industry Allocation
Investment Team (8)
| Name | Role | Location | |
|---|---|---|---|
B Bobby Futch | Sr Business Analyst | Helotes, TX , United States | |
 | Senior Vice President | Baltimore, MD , United States | |
 | Vice President and Senior Client Relationship Specialist | Atlanta, GA , United States | |
R Raymond Gilliard | Application Support Analyst, Manager | Los Angeles, CA , United States | |
| Investment Analyst | Los Angeles, CA , United States | ||
D Dan Delianedis | Senior Vice President | Minneapolis, MN , United States | |
 | Vice President, Private Client Relationship Specialist | Chicago, IL , United States | |
R Roya Pasqualone | analyst | CA , United States |
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