# THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC

THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC of BETHESDA, MD is an SEC-registered investment adviser.

## Registration

- CRD: 169727
- Type: SEC-registered investment adviser
- SEC file number: 801-78844
- Location: 6720-B ROCKLEDGE DRIVE, SUITE 400, BETHESDA, MD, 20817
- Phone: (301) 214-7666
- Latest filing: 2024-07-15
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Non-discretionary AUM: $158K
- Clients: 18
- Accounts: 781

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Brown T Michael | CHIEF COMPLIANCE OFFICER | Calgary, A0 |
| STEPHENS SCOTT CHRISTOPHER | CHIEF LEGAL OFFICER | — |
| STAUB CHRISTOPHER M | CHIEF COMPLIANCE OFFICER | — |
| FITZPATRICK KEVIN FRANCIS | MEMBER; PARTNER; SHAREHOLDER | — |
| APA JOSEPH ANTHONY | MEMBER; PARTNER; SHAREHOLDER | — |
| STAUB CHRISTOPHER MICHAEL | MEMBER; PARTNER; VICE PRESIDENT (+1 more) | — |
| Beardall Andrew | CHIEF COMPLIANCE OFFICER | — |
| BEARDALL ANDREW MCKENZIE | CHIEF COMPLIANCE OFFICER | — |
| ESTRADA LISA KIM | CHIEF COMPLIANCE OFFICER | — |
| BALDWIN LOPER LOWRY | CEO/PRESIDENT; CHAIRMAN | — |
| Baldwin Trevor | CEO/PRESIDENT | — |
| Galbraith Daniel | CHIEF OPERATING OFFICER | — |
| Hale Bradford | CHIEF FINANCIAL OFFICER | — |
| HALE BRADFORD LENZIE | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169727/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169727/similar
- Related entities: https://search.stillhousedata.com/firm/169727/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169727

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.