Capital Research Advisors, LLC

Capital Research Advisors, LLC (CRD# 125621) is a financial advisory firm headquartered in Suwanee, GA. They manage $43,887,345 in 97 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $452,447
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

GA, TX

Financial Advisors at Capital Research Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kenneth D. Graves
CRD#: 1976686
Suwanee, GA 30024
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.
2
Steven E. Smith
CRD#: 2089708
1400 Buford Hwy, Suite C-1, Sugar Hill, GA 30518

Steven Smith (CRD# 2089708) is an Investment Advisor Representative working at Capital Research Advisors, LLC in Sugar Hill, GA and has over 30 years of experience in the finance industry.

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