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Capital Research & Consulting LLC

● SEC registered since 1999CRD 109868SEC# 801-56356Pasadena, CA
Export (members)
Reg. AUM
$5.99B
Employees
8
Accounts
51
Location
Pasadena, CA

Capital Research & Consulting LLC assets under management

Capital Research & Consulting LLC is an SEC-registered investment adviser based in Pasadena, CA. The firm has been registered since 1999. It reports $6 billion in regulatory assets under management and employs 8 people.

Capital Research & Consulting LLC owners & executives

1 reported
NameTitleOwnershipSince
John Patrick Odell ControlPrincipal, Chief Compliance OfficerOver 75%1998

Frequently asked questions

How much does Capital Research & Consulting LLC manage?

Capital Research & Consulting LLC reports $6 billion in regulatory assets under management on its Form ADV.

How many employees does Capital Research & Consulting LLC have?

Capital Research & Consulting LLC reports 8 employees.

Where is Capital Research & Consulting LLC located?

Capital Research & Consulting LLC is based in Pasadena, CA and has been SEC-registered since 1999.

Does Capital Research & Consulting LLC disclose fund performance?

Capital Research & Consulting LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address15 S. Raymond Avenue, Suite 200, Pasadena, CA 91105
Phone626-844-1440
Fax626-440-1319
Office hours9-5p.m. Pacific Time
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$5.99B▼ 1%
Mar '25 — $6.07BApr '25 — $6.07BMay '25 — $6.07BJun '25 — $6.07BJul '25 — $6.07BAug '25 — $6.07BSep '25 — $6.07BOct '25 — $6.07BNov '25 — $6.07BDec '25 — $6.07BJan '26 — $6.07BFeb '26 — $6.07BMar '26 — $5.99BApr '26 — $5.99BMay '26 — $5.99BJun '26 — $5.99B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$5.99Bregulatory AUM
Discretionary $603MNon-discretionary $5.38B