Capital Research & Consulting Llc
- Regulatory AUM
- $6.0B
- Discretionary
- $603M
- Clients
- 20
- Avg AUM / client
- $299M
- Accounts
- 51
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Jun 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 15 | $5.0B | 83.0% |
| State or municipal government entities | 5 | $1.0B | 17.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Los Angeles Conservation Corps 401(k) Retirement Plan Los Angeles Conservation Corps | 2024 | |
| Littler Mendelson 401(k) Plan And Trust Littler Mendelson, P.C. | 2024 | |
| Kubota Tractor 401(k) Plan Kubota Tractor Corp. | 2024 | |
| Crowley Retirement Income System Plan Rsa Crowley Holdings Inc. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Patrick Odell | Principal, Chief Compliance Officer | CFP | Jan 1998 (29y) | 75% or more |
| Michael Dean Haney | Registered representative | Aug 2009 (17y) | ||
| Daniel Blackwell Watson | Registered representative | Jan 2016 (11y) | ||
| Gabrielle Kristina Stapleton | Registered representative | CFP | Jul 2019 (7y) | |
| Steven Karl Gissiner | Registered representative | Nov 2024 (2y) | ||
| Madeline Mc Grath Odell | Registered representative | CFP | Nov 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Los Angeles Conservation Corps 401(k) Retirement Plan | Los Angeles Conservation Corps | 124 | $10.4M | 07/01/2024 |
| Littler Mendelson 401(k) Plan And Trust | Littler Mendelson, P.C. | 2,298 | $1.1B | 01/01/2024 |
| Kubota Tractor 401(k) Plan | Kubota Tractor Corp. | 1,490 | $164M | 01/01/2024 |
| Crowley Retirement Income System Plan Rsa | Crowley Holdings Inc. | 1,548 | $411M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/22/2026 | 958 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Other fees
- • ASSET BASED FEES
Services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 22, 2026.
View current Form ADV (SEC/IAPD) ↗