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The Capital Group Fiduciary Advisors, LLC

● SEC registered since 2018CRD 295193SEC# 801-113587
Export (members)
Reg. AUM
$206.7M
Employees
3
Accounts
697
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 $206.7 million in regulatory assets under management and employs 3 people.
www.capitalgroupfa.comView on SEC.gov ↗

The Capital Group Fiduciary Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert John Radoccia ControlManaging Member/Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does The Capital Group Fiduciary Advisors, LLC manage?

The Capital Group Fiduciary Advisors, LLC reports $206.7 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

Phone401-519-9000
Fax401-533-9054
Office hours8:30a.m.-5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$206.7M
Non-discretionary$0
Total (RAUM)$206.7M