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| Happy Holidays!! thanks for using AUM13F!! |
| The Capital Group Fiduciary Advisors LLC
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| CRD # | 295193 |
| SEC # | 801-113587 |
| CIK # | |
| AUM | $206.7 M (2025-03-19) |
| Employees | 3 (33% Investors, 33% Brokers) |
| Phone | 401-519-9000 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 231 | 41.0 |
| (b) Individuals (high net worth individuals) | 52 | 124.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 1.0 |
| (h) Charitable organizations | 1 | 39.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 697 | 206.7 |
| By Discretionary | ||
| Discretionary | 697 | 206.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 697 | 206.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 206.7 | |
| Total | 697 | 206.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Selkirk Wealth Advisors LLC
✚
|
WA | 0.2 |
|
The Herbst Group LLC
✚
|
0.2 | |
|
Taconic Advisors Inc
✚
|
NY | 0.2 |
|
Park State Asset Management LLC
✚
|
MA | 0.2 |
|
Alapocas Investment Partners Inc
✚
|
MA | 0.2 |
|
Spectrum Financial Resources LLC
✚
|
MI | 0.2 |
|
Millennium Capital Advisors LLC
✚
|
AR | 0.2 |
|
Ballast Asset Management LP
✚
|
TX | 0.2 |
|
MGO Private Wealth LLC
✚
|
CA | 0.2 |
|
Fountain Square Asset Management LLC
✚
|
OH | 0.2 |