The Capital Group Fiduciary Advisors, LLC
● SEC registered since 2018CRD 295193SEC# 801-113587
Reg. AUM
$191.5M
Employees
3
Accounts
722
Location
—
The Capital Group Fiduciary Advisors, LLC assets under management
The Capital Group Fiduciary Advisors, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2018. It reports $191.5 million in regulatory assets under management and employs 3 people.
The Capital Group Fiduciary Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert John Radoccia Control | Managing Member/Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does The Capital Group Fiduciary Advisors, LLC manage?
The Capital Group Fiduciary Advisors, LLC reports $191.5 million in regulatory assets under management on its Form ADV.
How many employees does The Capital Group Fiduciary Advisors, LLC have?
The Capital Group Fiduciary Advisors, LLC reports 3 employees.
Does The Capital Group Fiduciary Advisors, LLC disclose fund performance?
The Capital Group Fiduciary Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 401-519-9000 |
| Fax | 401-533-9054 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$191.5M▼ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$191.5Mregulatory AUM
Discretionary $191.5M