Capital Research Advisors, LLC

Capital Research Advisors, LLC is an investment advisor firm registered in Georgia and Texas, founded in 2003 by Kenneth Graves. The firm specializes in using mathematically designed investment models for asset management, including fixed-income assets, broad-based equity indexes, equity sector assets, and alternative asset classes. They offer financial game plans for clients to assess their net worth and investments. The firm also provides Unified Managed Account programs for outside investment advisors. Capital Research Advisors charges annual fees based on a percentage of assets under advisement, with negotiable rates. They do not use performance-based fees and primarily serve individuals, families, high-net-worth individuals, and businesses. The firm's investment strategies include long-term purchases, short-term purchases, and trading. Clients have the option to have fees deducted from their accounts or billed directly. Capital Research Advisors does not have custody of client assets, and clients receive quarterly statements from the custodian. The firm may manage assets on a discretionary basis and does not vote for client proxies. Clients are encouraged to review their accounts annually with the firm. For any questions, clients can contact the Chief Compliance Officer, Kenneth D. Graves.