# Capital Group

Capital Group is a Bank / Wealth / Trust based in Los Angeles, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Address:** Los Angeles, CA, United States
- **Founded:** 1931
- **Assets under management:** $3.3T+ (Dec 31, 2025)
- **Website:** capitalgroup.com
- **LinkedIn:** https://www.linkedin.com/company/capital-group

## Regulatory record

- **CRD number:** 170017
- **SEC file number:** 801-79234
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170017

## About

The Capital Group Companies, Inc. (commonly known as Capital Group) is a privately held global investment management firm founded in 1931 by Jonathan Bell Lovelace in Los Angeles, California (per Capital Group official history). It ranks among the world's largest and oldest active asset managers, dedicated to improving people's lives through successful long-term investing. The firm employs The Capital System™, combining independent high-conviction decision-making by multiple portfolio managers with rigorous fundamental research and diverse perspectives to pursue superior results (per Capital Group about-us pages). Capital Group offers a broad range of investment solutions including American Funds mutual funds, ETFs, separately managed accounts, collective investment trusts, model portfolios, 529 plans, and advisory services for retail, wealth management, and institutional clients worldwide. As of December 31, 2025, it manages more than $3.3 trillion in assets under management across equities, fixed income, and multi-asset strategies, supported by over 9,300 associates in more than 30 offices across 15 countries (per Capital Group website and newsroom). It is the world's largest active fund manager by certain Morningstar metrics (per firm disclosures). The Capital Group Management Committee oversees global strategy, with a focus on client interests, financial strength, and continuous capability development as the firm approaches its centennial in 2031.

## Sectors

- Equities
- Fixed Income
- Multi-Asset
- ESG

## Offices

- New York
- Boston
- San Francisco
- London
- Geneva
- Tokyo
- Hong Kong
- Singapore
- Sydney

## People

- Mike Gitlin — President and Chief Executive Officer
- Martin Romo — Chair & CIO of Capital Group, Portfolio Manager
- Jody Jonsson — Vice Chair of Capital Group
- Canise Arredondo — Chief Financial Officer
- Rob Klausner — Chief Operating Officer
- Matthew P. O’Connor — Head of NACG and CEO of Capital Client Group

## Questions

### What is Capital Group's current assets under management?

Capital Group manages more than $3.3 trillion in assets under management as of December 31, 2025, according to its official website disclosures reflecting the global organization.

### When and where was Capital Group founded?

Capital Group was founded in 1931 by Jonathan Bell Lovelace in Los Angeles, California, and remains headquartered there as a privately held firm.

### Who leads Capital Group?

Mike Gitlin serves as President and Chief Executive Officer, with Martin Romo as Chair and Chief Investment Officer; both are members of the Capital Group Management Committee.

### What is The Capital System?

The Capital System™ is Capital Group's distinctive multi-manager investment approach that combines independent, high-conviction decision-making by multiple portfolio managers with collaborative research and diverse perspectives to seek long-term results.

### Is Capital Group publicly traded?

No, Capital Group (The Capital Group Companies, Inc.) is a privately owned company, which allows it to prioritize long-term client interests over short-term market pressures.

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Last updated: 2026-07-17T19:37:18.000Z

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