CAPITAL RESEARCH AND MANAGEMENT COMPANY
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $3.75T |
| Discretionary | $3.75T100% of AUM |
| Client Accounts | 22,833 |
| Avg Account Size | $164.4M |
| Employees | 1,417 |
| Peak AUM | $3.75TSep 2025 |
| AUM CAGR | +9.7% /yrover 25 yrs · 90 filings |
AUM by Client Type
Total AUM
$3.8T
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.8T | +13.2% | +10.0% | +9.7% | |
| Discretionary AUM | $3.8T | +13.2% | +10.0% | +9.7% | |
| Total Accounts | 23k | +2.6% | +9.7% | +23.0% | |
| Avg Account Size | $164M | +10.4% | +0.3% | 10.8% | |
| Employees | 1k | +2.4% | +0.6% | +2.4% | |
| AUM / Employee | $2.6B | +10.6% | +9.4% | +7.2% | |
Client AUM Segments | |||||
| Wealth AUM | $24.4B | +9.9% | +46.6% | +48.6% | |
| Institutional AUM | $6.0B | +29.6% | +151.3% | +376.0% | |
| Fund / Pooled AUM | $3.7T | +13.2% | +9.8% | +9.5% | |
| Other AUM | $12.3B | +25.6% | +23.2% | +29.4% | |
Client Count Segments | |||||
| HNW Clients | 20k | +3.1% | +6.7% | +21.0% | |
| Institutional | 453 | 3.0% | +54.1% | +95.0% | |
| Pooled / Fund | 212 | +11.0% | +8.6% | 2.4% | |
| Individuals | 2k | 3.3% | — | — | |
Key Metrics
| Total AUM | $3.75T |
| Discretionary | $3.75T |
| Employees | 1417 |
| Client Accounts | 22833 |
Contact & Location
Address
333 S HOPE STREET
LOS ANGELES CA 90071-1406
Phone
213-486-9200
Filing History
90 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$3.8T
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Corporations
Other
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Dec 2021
•Felony conviction
Custody
Broker-Dealer Custody
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension ConsultantLaw Firm