The Capital Group Investment Advisory Services, LLC

The Capital Group Investment Advisory Services, LLC (CRD# 169727) is a financial advisory firm headquartered in Bethesda, MD. They manage $151,127,939 in 246 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    246
    ACCOUNTS
  • Average Account Value
    $614,341
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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.

DC, MD, TX, VA

Financial Advisors at The Capital Group Investment Advisory Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christopher M. Staub
CRD#: 4557066
6720-b Rockledge Drive, Suite 400, Bethesda, MD 20817
93
Wealthminder
score

Christopher Staub (CRD# 4557066) is an Investment Advisor Representative working at The Capital Group Investment Advisory Services, LLC in Bethesda, MD and has over 14 years of experience in the finance industry.

2
Robert H. Hannan
CRD#: 4712542
6720-b Rockledge Drive, Suite 400, Bethesda, MD 20817
83
Wealthminder
score

Robert Hannan (CRD# 4712542) is an Investment Advisor Representative working at The Capital Group Investment Advisory Services, LLC in Bethesda, MD and has over 12 years of experience in the finance industry.

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