The Capital Group Fiduciary Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$190,462,022
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
283
18% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
283
Very HighAverage account size
$673,011
About
The Capital Group Fiduciary Advisors, LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals (including high-net-worth clients) as well as plan sponsors, charitable organizations, and other institutional clients. The firm charges asset-based (percentage-of-AUM) fees for portfolio management and also offers hourly financial planning and participant education services for retirement plans.
Investment approach centers on tailored discretionary management using model portfolios and, when appropriate, third‑party sub-advisers to implement allocations across equities, fixed income, ETFs, alternative investments and ESG-focused strategies. Clients receive ongoing monitoring and at least quarterly reviews, with written financial plans and periodic updates as requested; the firm also enables directed brokerage relationships with qualified custodians and may combine household accounts for fee breakpoints.
Compared with many peers, the firm operates with an unusually large asset and client load relative to its advisor count—managing roughly $191 million in discretionary assets across about 283 client relationships under a single managing member—which is uncommon for supported firms. Practitioners affiliated with the firm also serve as registered representatives of a broker-dealer and as licensed insurance agents, meaning they may receive commission-based compensation in addition to advisory fees; the firm discloses the use of sub-advisers and model portfolios, does not accept performance-based fees, and does not vote client proxies on behalf of accounts.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
ESG / Sustainable investing
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001 - $5,000,000: 0.65% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001 - $15,000,000: 0.25% annually $15,000,001+: Negotiable
Commissions earned by registered representatives for securities and insurance sales, separate from advisory fees
Financial planning services charged at $500 per hour, negotiable based on scope
Account minimum: $100,000 Minimum fee: Initial setup fee of $250 for accounts with less than $100,000
Main office location
The Capital Group Fiduciary Advisors, LLC
West Palm Beach FL, United States
Number of offices
2
Most active in
The Capital Group Fiduciary Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Massachusetts · New Hampshire · New York · Rhode Island
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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