CAPITAL RESEARCH AND MANAGEMENT COMPANY

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	110885	110885	—	1.0
lei	M02M7XSKLMK96MWKNF95	M02M7XSKLMK96MWKNF95	—	—
sec_file_number	801-8055	801-8055	—	—

Profile

Websitehttps://www.youtube.com/c/CapitalGroupVideos

HQ CityLOS ANGELES

HQ StateCA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)3,315,358,763,219.0
RAUM (discretionary)3,315,358,763,219.0
Actionable assets3,294,823,169,021.0
Accounts22,262.0

Institutional Clients

Government AUM—
Pension AUM34,084,328.0
Charitable AUM1,804,190,334.0
HNW AUM11,402,413,242.0

As of 2025-01-24 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
ANTLE, MATTHEW, THOMAS	DIRECTOR	OFFICER	—	{"filing_id": "2004606", "owner_id": "6747948", "source": "adv_part1", "table": "Schedule_A_B"}
ARREDONDO, CANISE, MARIE	DIRECTOR, SENIOR VICE PRESIDENT & CHIEF FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2004606", "owner_id": "5604781", "source": "adv_part1", "table": "Schedule_A_B"}
BUCHHEIM, JENNIFER, MICHELLE	DIRECTOR, TREASURER	OFFICER	—	{"filing_id": "2004606", "owner_id": "5975039", "source": "adv_part1", "table": "Schedule_A_B"}
BURKLEY, WALTER, RODNEY	DIRECTOR	OFFICER	—	{"filing_id": "2004606", "owner_id": "4107068", "source": "adv_part1", "table": "Schedule_A_B"}
FRAMSTED, HOLLY, CATHERINE	DIRECTOR	OFFICER	—	{"filing_id": "2004606", "owner_id": "5417954", "source": "adv_part1", "table": "Schedule_A_B"}
FRANK, CHERYL, ELIZABETH	DIRECTOR	OFFICER	—	{"filing_id": "2004606", "owner_id": "2846253", "source": "adv_part1", "table": "Schedule_A_B"}
GITLIN, MICHAEL, CRAIG	DIRECTOR	OFFICER	—	{"filing_id": "2004606", "owner_id": "3223640", "source": "adv_part1", "table": "Schedule_A_B"}
Hinshaw, Matthew, Taylor	DIRECTOR	OFFICER	—	{"filing_id": "2004606", "owner_id": "8019701", "source": "adv_part1", "table": "Schedule_A_B"}
JONSSON, JOANNA, FOWLER	DIRECTOR, VICE CHAIR & PRESIDENT	OFFICER	—	{"filing_id": "2004606", "owner_id": "2210256", "source": "adv_part1", "table": "Schedule_A_B"}
Lotwin, Steven, David	DIRECTOR	OFFICER	—	{"filing_id": "2004606", "owner_id": "7668979", "source": "adv_part1", "table": "Schedule_A_B"}
NIXON, NASEEM, ZARIFEH SAHAR	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2004606", "owner_id": "7225636", "source": "adv_part1", "table": "Schedule_A_B"}
O'CONNOR, MATTHEW, PHILIP	DIRECTOR	OFFICER	—	{"filing_id": "2004606", "owner_id": "2427203", "source": "adv_part1", "table": "Schedule_A_B"}
PARAMAGURU, RAJESH, KUMAR	DIRECTOR	OFFICER	—	{"filing_id": "2004606", "owner_id": "4996283", "source": "adv_part1", "table": "Schedule_A_B"}
Piken, Keith, Alan	DIRECTOR	OFFICER	—	{"filing_id": "2004606", "owner_id": "2576730", "source": "adv_part1", "table": "Schedule_A_B"}
RUE, RYAN, RICHARD	DIRECTOR	OFFICER	—	{"filing_id": "2004606", "owner_id": "3154798", "source": "adv_part1", "table": "Schedule_A_B"}
SUZMAN, ANDREW, BARNETT	DIRECTOR AND CHAIR	OFFICER	—	{"filing_id": "2004606", "owner_id": "4391736", "source": "adv_part1", "table": "Schedule_A_B"}
THE CAPITAL GROUP COMPANIES, INC.	STOCKHOLDER	OFFICER	—	{"filing_id": "2004606", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
TRIESSL, MICHAEL, JAMES	DIRECTOR	OFFICER	—	{"filing_id": "2004606", "owner_id": "3060797", "source": "adv_part1", "table": "Schedule_A_B"}
WAESCHE, WILLIAM, HARDEN	DIRECTOR, SENIOR VICE PRESIDENT & CHIEF OPERATING OFFICER - INVESTMENT GROUP	OFFICER	—	{"filing_id": "2004606", "owner_id": "2223656", "source": "adv_part1", "table": "Schedule_A_B"}
White, Richard, Lloyd	DIRECTOR	OFFICER	—	{"filing_id": "2004606", "owner_id": "5969263", "source": "adv_part1", "table": "Schedule_A_B"}
ZARRAGA-URQUIJO, MARTA	DIRECTOR	OFFICER	—	{"filing_id": "2004606", "owner_id": "7475736", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:33 • csv
```
{
  "date_submitted": "09/26/2025 01:57:15 PM",
  "filing_id": "2004606",
  "reg_type": "IA"
}
```

CAPITAL RESEARCH AND MANAGEMENT COMPANY

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1