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CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

LOS ANGELES, CA · CRD 312837 · IAPD ↗ · 213-486-9200

$48.37BRegulatory AUM
107Advisory reps
201Employees
0Clients
n/aPlanning clients
1Private funds
51States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

81
October 2026 — CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. grew from 96 to 107 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
June 2026 — CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.'s Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
85
December 2025 — CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. grew from 60 to 96 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
October 2024 — CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. shrank from 65 to 60 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.