Capital Bank And Trust Company

Capital Bank And Trust Company (CRD# 170017) is a financial advisory firm headquartered in Irvine, CA. They manage $46,663,317,354 in 5,265 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    46,663
    MILLION
  • Total Number of Accounts
    5,265
    ACCOUNTS
  • Average Account Value
    $8,862,928
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
Showing 1 - 10 of 67 top financial advisors.
1
Thomas N. Anderson
CRD#: 5441580
1 Market St., Suite 2000, San Francisco, CA 94105

Thomas Anderson (CRD# 5441580) is an Investment Advisor Representative working at Capital Bank And Trust Company in San Francisco, CA and has over 13 years of experience in the finance industry.

2
Aniekan O. Archibong
CRD#: 3278114
333 S. Hope St., 55th Floor, Los Angeles, CA 90071

Aniekan Archibong (CRD# 3278114) is an Investment Advisor Representative working at Capital Bank And Trust Company in Los Angeles, CA and has over 2 years of experience in the finance industry.

3
John S. Armour
CRD#: 2399190
6455 Irvine Center Drive, Irvine, CA 92618

John Armour (CRD# 2399190) is an Investment Advisor Representative working at Capital Bank And Trust Company in Irvine, CA and has over 27 years of experience in the finance industry.

4
J B. Barnes
CRD#: 1102733
11100 Santa Monica Blvd., 16th Floor, Los Angeles, CA 90025

J Barnes (CRD# 1102733) is an Investment Advisor Representative working at Capital Bank And Trust Company in Los Angeles, CA and has over 26 years of experience in the finance industry.

5
John N. Benun
CRD#: 4370900
1110 Santa Monica Blvd., 16th Floor, Los Angeles, CA 90025

John Benun (CRD# 4370900) is an Investment Advisor Representative working at Capital Bank And Trust Company in Los Angeles, CA and has over 20 years of experience in the finance industry.

6
Bradley E. Berdow
CRD#: 5274797
1 Market St., Spear Tower, Suite 3100, San Francisco, CA 94105

Bradley Berdow (CRD# 5274797) is an Investment Advisor Representative working at Capital Bank And Trust Company in San Francisco, CA and has over 14 years of experience in the finance industry.

7
Carina A. Berlin
CRD#: 6260735
11100 Santa Monica Blvd., Los Angeles, CA 90025

Carina Berlin (CRD# 6260735) is an Investment Advisor Representative working at Capital Bank And Trust Company in Los Angeles, CA and has over 6 years of experience in the finance industry.

8
Jennifer G. Birdsey
CRD#: 2881394
1 Market St., Suite 3100, Spear Tower, San Francisco, CA 94105

Jennifer Birdsey (CRD# 2881394) is an Investment Advisor Representative working at Capital Bank And Trust Company in San Francisco, CA and has over 20 years of experience in the finance industry. Jennifer Birdsey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Justin Brennan
CRD#: 4400723
Irvine, CA 92618

Justin Brennan (CRD# 4400723) is an Investment Advisor Representative working at Capital Bank And Trust Company in Irvine, CA and has over 11 years of experience in the finance industry.

10
William M. Carey
CRD#: 2523419
1230 Peachtree St. Ne, Promenade Ii, Suite 2300, Atlanta, GA 30309

William Carey (CRD# 2523419) is an Investment Advisor Representative working at Capital Bank And Trust Company in Atlanta, GA and has over 25 years of experience in the finance industry.

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