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 $214,978,000 in 327 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    215
    MILLION
  • Total Number of Accounts
    327
    ACCOUNTS
  • Average Account Value
    $657,425
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, NY, 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 15 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 13 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.