American Funds Capital Group
$33.6M reported client assets across 3 advisory firms in FY2022 annual amendments
Reported client assets over time
$28.7M
$28.7M
2021
2022
Same-firm comparison: 1 firms that reported American Funds Capital Group in both FY2021 and FY2022 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Fourstar Wealth Advisors, Llc | $28.7M | $677M | 4.2% | 03/31/2023 |
| Lakeshore Financial Planning Inc. | $2.5M | $314M | 0.8% | 02/21/2023 |
| Liberty Financial Group, Inc. | $2.5M | $102M | 2.4% | 03/31/2023 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.