Capital Group/American Funds
$37.8M reported client assets across 3 advisory firms in FY2021 annual amendments
Reported client assets over time
$300K
$300K
2019
2021
Same-firm comparison: 1 firms that reported Capital Group/American Funds in both FY2020 and FY2021 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 |
|---|---|---|---|---|
| Paradigm Wealth Management, Llc | $24.8M | $306M | 8.1% | 02/15/2022 |
| R.L. Evans Co. Inc. | $12.7M | $269M | 4.7% | 07/27/2021 |
| Rede Wealth, Llc | $300K | $246M | 0.1% | 03/09/2022 |
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.