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Kevin Michael Saks

Director And PresidentCapital Bank and Trust CompanyCRD 5503869

About Kevin Michael Saks

Kevin Michael Saks is listed as Director And President at Capital Bank and Trust Company in Irvine, CA. Form ADV reports a beneficial ownership band of Under 5%. Kevin Michael Saks is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Capital Bank and Trust Company
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kevin Michael Saks work?

Kevin Michael Saks is listed as Director And President at Capital Bank and Trust Company on SEC Form ADV.

How much of Capital Bank and Trust Company does Kevin Michael Saks own?

Form ADV reports a beneficial ownership band of Under 5%.

Capital Bank and Trust Company

TitleDirector And President
OwnershipUnder 5%
Control personYes
Since2023

Capital Group Private Client Services, Inc.

TitleDirector, President
OwnershipUnder 5%
Control personYes
Since2020