Los Angeles, CA Santa Monica Blvd., 16th Office

Team
Updated today
Capital Group Private Client Services, Inc. logo

Capital Group Private Client Services, Inc.

Enterprise

Firm-wide stats for Capital Group Private Client Services, Inc.

Total advisors

107

Across 14 offices

Clients per advisor

82 High

Avg AUM per client

$4,142,839 Very High

HNW client ratio

100% Very High

About

Capital Group Private Client Services (CGPCS) provides discretionary investment management primarily to high‑net‑worth individuals and charitable organizations, and also serves corporate and pension clients. It implements client portfolios through separately managed account programs (SMAs), affiliated mutual funds, ETFs and other pooled investment vehicles, and offers access to certain private‑equity and alternative strategy funds.

The firm’s investment approach emphasizes rigorous fundamental research, a long‑term horizon and a multi‑manager “Capital System” that divides portfolios into segments managed by different portfolio managers. CGPCS typically allocates client assets among pooled funds and SMA Programs, may engage affiliated or unaffiliated sub‑advisers to implement models, and may employ tax‑aware techniques while noting limits such as wash‑sale and market conditions that can constrain tax‑loss harvesting.

Noteworthy features in CGPCS’s brochure include that an affiliate (CRMC) is registered as a commodity pool operator and member of the National Futures Association, and that the firm expects a high proportion of client assets to be held in affiliated services (often 100%), which the brochure identifies as a source of potential conflicts of interest. The brochure also discloses compensation practices and a recently noted conflict tied to revenue‑sharing payments by an affiliate, and it does not emphasize retail financial planning or fixed‑fee offerings as part of its core services.

Based on Capital Group Private Client Services, Inc.

Expertise

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments

Based on Capital Group Private Client Services, Inc.

Location

11100 Santa Monica Blvd., 16th Floor

Los Angeles CA 90025

Advisors at this office

7

Advisors at this office

user avatar

David A

Series 63, Series 66

Los Angeles, CA

Capital Group Private Client Services, Inc.

David Archila is a financial advisor at Capital Group Private Client Services, Inc. with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with SchoolsFirst Credit Union and American Funds Distributors, Inc. Outside of his advisory role, Archila works as a valet attendant for Hospitality Parking Group. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative investments, focusing on fundamental research and long-term portfolio management.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments
user avatar

Emily L

Series 65

Los Angeles, CA

Capital Group Private Client Services, Inc.

Emily Lantz is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 65 designation with eight years at Capital Group and four years at Infinity Insurance, totaling 12 years of industry experience. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a long-term, multi-manager approach through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments
user avatar

Mariella C

Series 65

Los Angeles, CA

Capital Group Private Client Services, Inc.

Mariella Caruso is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA. She holds a Series 65 license and has two years of industry experience. Prior to joining Capital Group, she worked at IEQ Capital, LLC and AdvicePeriod / Mariner Wealth Advisors. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that emphasizes fundamental research and long-term horizon investing. The firm implements portfolios through separately managed accounts, pooled investment vehicles, and also offers access to private-equity and alternative strategy funds.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments
user avatar

Shant G

Series 65, Series 63

Los Angeles, CA

Capital Group Private Client Services, Inc.

Shant Gourdikian is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA, holding Series 65 and Series 63 licenses. He has 25 years of industry experience, all with Capital Group. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach that emphasizes fundamental research and long-term investment horizons. The firm implements client portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments
user avatar

Ronald F

Series 63, Series 65

Los Angeles, CA

Capital Group Private Client Services, Inc.

Ronald Flores is a financial advisor at Capital Group Private Client Services, Inc. with two years of industry experience. He previously worked for Capital Group Companies for ten years. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach and fundamental research to manage client portfolios through separately managed accounts, affiliated funds, and alternative investment options.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments
user avatar

Richard G

CFP®, Series 63

Los Angeles, CA

Capital Group Private Client Services, Inc.

Richard Gutierrez is a CFP® certificant with five years of industry experience. He is currently with Capital Group Private Client Services, Inc. and has previously worked at BMO Harris Financial Advisors and U.S. Bancorp Investments. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that emphasizes fundamental research and a long-term investment horizon. The firm manages portfolios through separately managed accounts, mutual funds, ETFs, and offers access to private equity and alternative strategy funds.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments
user avatar

Tenny A

ChFC®

Los Angeles, CA

Capital Group Private Client Services, Inc.

Tenny Adourian is a ChFC® credentialed advisor with two years of experience at Capital Group Private Client Services, Inc. He previously worked at Northern Trust Company for nine years. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager investment approach known as the "Capital System," allocating client assets across pooled funds and separately managed accounts with an emphasis on fundamental research and long-term investment horizons.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments
View complete list of advisors at this office
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