| Name | Title | Ownership | Since |
|---|---|---|---|
| Janet Wesley Lamkin Control | Director | Under 5% | 2021 |
| Kevin Michael Saks Control | Director And President | Under 5% | 2023 |
| Kevin Thomas Burke Control | Director | Under 5% | 2016 |
Capital Bank and Trust Company reports $75.9 billion in regulatory assets under management on its Form ADV.
Capital Bank and Trust Company reports 151 employees.
Capital Bank and Trust Company is based in Irvine, CA and has been SEC-registered since 2014.
Capital Bank and Trust Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6455 Irvine Center Drive, Irvine, CA 92618-4518 |
| Phone | (949) 975-5000 |
| Office hours | 8:00A.M - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $75.86B |
| Non-discretionary | $0 |
| Total (RAUM) | $75.86B |