Capital International, Inc
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Overview
Capital International, Inc operates as an advisory company headquartered in Los Angeles, California. The company manages $46.2 billion in assets under management throughout 157 accounts, placing it among the largest investment advisory firms in the nation by assets under management (AUM). Capital International, Inc has a large team, including 76 financial advisors. Capital International, Inc does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal assets such as stocks, options and bonds.
Capital International, Inc oversees all of the company's accounts on a discretionary basis. Discretionary management is a structure in which transaction decisions are made by a portfolio manager without requiring client authorization. Capital International, Inc manages roughly $294.2 million for each customer account. The typical financial advisor at Capital International, Inc administers about two client accounts, placing it among the most personalized financial advisor firms in the country.
The company's headquarters is located at 333 South Hope Street, Los Angeles, California 90071-1406. The company is legally permitted to serve investors throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Capital International, Inc by the Numbers
$46.2 billion
218
157
$294.2 million
Fee Structure
Fees charged by financial advisors largely depend on which services are offered. Fee types billed by the company may include some combination of the following fee structures: asset-based or performance-based. Capital International, Inc does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with a broad range of clients. Capital International, Inc caters to investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies, sovereign wealth funds, corporations and other. Out of its 157 clients, Capital International, Inc's largest client type is pension plans. About 28% of the company's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 98.73%
- Charitable Organizations - 1.27%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Capital International, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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