Capital Research Advisors, LLC

Capital Research Advisors, LLC (CRD# 125621) is a financial advisory firm headquartered in Suwanee, GA. They manage $101,000,000 in 252 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    252
    ACCOUNTS
  • Average Account Value
    $400,794
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CO, FL, GA, ID, LA, MA, NC, NJ, NY, SC, TN, TX, VA

Financial Advisors at Capital Research Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Darren R. Heil
CRD#: 3254793
4185-b Silver Peak Parkway, Suwanee, GA 30024
93
Wealthminder
score

Darren Heil (CRD# 3254793) is an Investment Advisor Representative working at Capital Research Advisors, LLC in Suwanee, GA and has over 17 years of experience in the finance industry.

2
James E. Metzloff
CRD#: 831844
1400 Buford Highway, Suite C-1, Sugar Hill, GA 30518
93
Wealthminder
score

James Metzloff (CRD# 831844) is an Investment Advisor Representative working at Capital Research Advisors, LLC in Sugar Hill, GA and has over 21 years of experience in the finance industry.

3
Robert M. Semisch
CRD#: 418715
4185-b Silver Peak Parkway, Suwanee, GA 30024
93
Wealthminder
score

Robert Semisch (CRD# 418715) is an Investment Advisor Representative working at Capital Research Advisors, LLC in Suwanee, GA and has over 15 years of experience in the finance industry.

4
David M. Simmons
CRD#: 3274658
4185-b Silver Peak Parkway, Suwanee, GA 30024
93
Wealthminder
score

David Simmons (CRD# 3274658) is an Investment Advisor Representative working at Capital Research Advisors, LLC in Suwanee, GA and has over 17 years of experience in the finance industry.

5
John E. Bauman
CRD#: 6659735
4185-b Silver Peak Parkway, Suwanee, GA 30024
90
Wealthminder
score

John Bauman (CRD# 6659735) is an Investment Advisor Representative working at Capital Research Advisors, LLC in Suwanee, GA and has 1 year of experience in the finance industry.

6
Kenneth D. Graves
CRD#: 1976686
4185-b Silver Peak Parkway, Suwanee, GA 30024
88
Wealthminder
score
Kenneth Graves (CRD# 1976686) is an Investment Advisor Representative working at Capital Research Advisors, LLC in Suwanee, GA and has over 23 years of experience in the finance industry.
7
Steven E. Smith
CRD#: 2089708
1400 Buford Hwy, Suite C-1, Sugar Hill, GA 30518
81
Wealthminder
score

Steven Smith (CRD# 2089708) is an Investment Advisor Representative working at Capital Research Advisors, LLC in Sugar Hill, GA and has over 26 years of experience in the finance industry.

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