Capital Research & Consulting LLC

EST. AUM
$5,985,401,577

CONTACTS
1

CLIENT ACCOUNTS
51

Firm Details

Metro area Los Angeles
CRD Number 109868
Website capitalresearchandconsulting.com
Client types

Overview

Capital Research & Consulting LLC, headquartered in Pasadena and founded in 1991, serves as a specialized retirement plan RIA, advising corporate, governmental, and nonprofit pension plans. It manages over $6 billion in assets—primarily non-discretionary—and supports a select client base through fiduciary investment consulting, portfolio modeling, and retirement plan oversight. Led by 100% owner John P. Odell, CRC emphasizes independence, evidence-based fund selection, and proactive fiduciary risk management through proprietary technologies.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Capital Research & Consulting LLC

Platform Details

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