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 18 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 22 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 16 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 18 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 27 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.