Capital Bank and Trust Company
● SEC registered since 2014CRD 170017SEC# 801-79234Irvine, CA
Reg. AUM
$139.29B
Employees
121
Accounts
579
Location
Irvine, CA
Capital Bank and Trust Company assets under management
Capital Bank and Trust Company is an investment advisory firm registered with the SEC based in Irvine, CA. The firm has been registered since 2014. It reports $139.3 billion in regulatory assets under management and employs 121 people.
Capital Bank and Trust Company owners & executives
9 reported| 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 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Capital Bank and Trust Company manage?
Capital Bank and Trust Company reports $139.3 billion in regulatory assets under management on its Form ADV.
How many employees does Capital Bank and Trust Company have?
Capital Bank and Trust Company reports 121 employees.
Where is Capital Bank and Trust Company located?
Capital Bank and Trust Company is based in Irvine, CA and has been SEC-registered since 2014.
Does Capital Bank and Trust Company disclose fund performance?
Capital Bank and Trust Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 | Yes |
Regulatory AUM
$139.29B▲ 84%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$139.29Bregulatory AUM
Discretionary $139.29B