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CAPITAL CLIENT GROUP, INC.
CRD 6247 · SEC 801-77946
333 SOUTH HOPE STREET, 55TH FLOOR, LOS ANGELES, CA, 90071-1406, United States
Phone
213-486-9200
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
911 total employees; 699 advisory reps
Clients
—
Fees
AS AGREED UPON IN A MANNER THAT COVERS REGISTRANT'S COSTS
Org form
Corporation
Filing date
2026-05-29
Disciplinary history
No
Services
RECOMMENDING AFFILIATE AS INVESTMENT ADVISER OF SMA ASSETS
States served
AZ, CA, CO, GA, ID, IL, IN, MD, MA, MI, MN, NJ, NY, NC, OH, PA, RI, TN, VA, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
- https://www.instagram.com/capitalgroup/
- https://retirementsolutions.financialtrans.com/tf/myPLAN/MpnWelcome?cz=3000518
- https://www.instagram.com/thecapitalideas/
- https://www.threads.net/@capitalgroup
- https://open.spotify.com/show/5JOXwp15t5vFIu2OAxkahr
- https://podcasts.apple.com/us/podcast/capital-ideas-investing-podcast/id1206119204
- https://planadmin-capitalgroup.retirementpartner.com/planweb/#/login/?accu=InstAFCR&role=PSC_TPA
- https://www.linkedin.com/company/capital-group
- https://www.myplanrs.com/tf/myPLAN/SponsorWelcome?cz=3000518
- https://www.myretirement.com/
- https://www.icanretire.com/
- https://www.retirementplaninsights.com/
- https://www.youtube.com/c/CapitalGroupVideos
- https://pro.capitalgroup.com/
- https://www.youtube.com/lifeatcapitalgroup
- https://www.capitalgroup.com
- https://www.facebook.com/CapitalGroup
- https://x.com/CapitalGroup
- https://sponsor-capitalgroup.retirementpartner.com/planweb/#/login/?accu=InstAFCR&role=PSC_USER
Official SEC filing: View on IAPD