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Research Solutions
Capital Research Advisors, founded by Ken Graves and Steve Welch in 2003, runs rule-based multi-model portfolios from Georgia.
Research Solutions
At Capital Research, we develop and follow rule-based investment models designed to direct us toward opportunities in the markets. These rules are intended to increase the odds of buying low and selling high. We always follow our rules—even when our emotions might tell us otherwise.
General information
Firm type
Asset Manager
Year founded
2003
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Suwanee
Corporate office
3011 Sutton Gate Drive, Second Floor, Suite 240, Suwanee, GA 30024, United States
Additional offices
Butler, GA, United States · Fort Worth, TX, United States
Principals
Ken Graves
Principal
Steve Welch
Principal
Michael Trafford
Principal
Elizabeth Koning
Principal
Sector focus
Frequently asked questions
How does Capital Research Advisors construct client portfolios?
The firm uses a multi-model strategy, applying different combinations of proprietary, rule-based investment models to each client portfolio. These models are designed to identify market opportunities with a systematic buy-low-sell-high discipline. The firm states it is constantly refining these models rather than using a static allocation framework.
Is Capital Research Advisors a fiduciary?
Yes. The firm explicitly states it operates under a fiduciary obligation to its clients and structures all engagements around fully disclosed, fee-focused relationships. This means the firm is legally required to act in the client's best interest when providing investment advice.
What asset classes does the firm cover?
Based on its own disclosures, the firm manages securities including shareholdings, bonds, and real estate. Its financial-planning discipline also incorporates retirement, trust, and foundation accounts, suggesting coverage spans equities, fixed income, real assets, and multi-generational wealth structures.
Who runs investment decisions at Capital Research Advisors?
The firm's leadership includes Ken Graves, Steve Welch, Michael Trafford, and Elizabeth Koning. Graves and Welch are the founding principals, while Trafford contributes financial-planning expertise and Koning adds an accounting background. The firm has not publicly designated a single CIO or investment committee chair.
Does the firm invest in private markets or only public securities?
Capital Research Advisors references real estate as a managed asset class alongside shareholdings and bonds. However, it does not publicly disclose direct private-company investments, venture capital positions, or private fund commitments. The website describes portfolio construction entirely through the lens of its rule-based models.
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