Capital Bank And Trust Company

Capital Bank And Trust Company (CRD# 170017) is a financial advisory firm headquartered in Irvine, CA. They manage $45,425,285,767 in 64 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    45,425
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $709,770,090
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Capital Bank And Trust Company
No Advisor Found.
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