CAPITAL RESEARCH & CONSULTING LLC

CAPITAL RESEARCH & CONSULTING LLC of PASADENA, CA is an SEC-registered investment adviser (CRD 109868). Regulatory assets under management: $6.0B.

Registration

• CRD: 109868
• SEC file number: 801-56356
• Type: Registered investment adviser
• Location: 15 S. RAYMOND AVENUE, SUITE 200, PASADENA, CA, 91105
• Phone: 626-844-1440
• Latest filing: 2026-06-22
• Regulatory AUM: $6.0B
• Discretionary AUM: $603.0M
• Non-discretionary AUM: $5.4B
• Clients: 8
• Accounts: 51

Business model

Compensation: Fixed, Other.

Clients served: Pooled vehicles, Pensions.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 109868 on SEC IAPD (source of record)
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