Cause IQ vendor profile

Capital Research and Management

Capital Research and Management is a firm that provides investment management, fiduciary trustee, administrative support, commercial bank, and audit accounting to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Capital Research and Management clients are outpatient health care practitioners and facilities and hospitals with revenues ranging from $14 million to $90 million.

Previous legal names, trade names, or just variations of their name include: Capital Research and Management Co.; Capital Research Management Co.; and Capital Research Management.

Primary location:
Los Angeles, CA
All locations:
Identified clients:
Avg client size:
$42 mil revenue
Median client size:
$19 mil revenue

Capital Research and Management client list

1Annie E Casey Foundation (AECF)501(c)(3)Baltimore, MD
2New York Road Runners501(c)(3)New York, NY
3Edison Electric Institute (EEI)501(c)(6)Washington, DC
4Wheeler Clinic501(c)(3)Plainville, CT
5Goodwill Industries International501(c)(3)Rockville, MD
6US Committee for Refugees and Immigrants (USCRI)501(c)(3)Arlington, VA
7Girl Scout Council of the Nation's Capital (GSCNC)501(c)(3)Washington, DC
8Children's Aid501(c)(3)New York, NY
9Operation Smile501(c)(3)Virginia Beach, VA
10San Diego Humane Society and SPCA501(c)(3)San Diego, CA
...and 174 more Capital Research and Management not-for-profit tax-exempt clients identified by Cause IQ

Capital Research and Management competitors

Competitors to Capital Research and Management in the nonprofit sector include JP Morgan Chase, Fidelity Investments, Kestra Advisory Services LLC, Wells Fargo Bank, Great-West Life and Annuity Insurance Co., Nationwide, Mutual Of America Life Insurance Company, American Funds, Vanguard Energy Services LLC, and Morgan Stanley.

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.

Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.

and see Cause IQ in action!