CAPITAL BANK AND TRUST COMPANY

IRVINE, California·2 registered advisors·CRD# 170017
SEC# 801-792340(949) 975-5000
01

Firm Overview

AUM
$75.9B
Regulatory assets under management
Employees
151
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Retirement PlanningWealth ManagementFee-Only Advisory
04

Advisors at CAPITAL BANK AND TRUST COMPANY

2 registered advisors
Denise Marilyn Cassin
IRVINE, California
Kevin Thomas Burke
IRVINE, California
05

Office Locations

IRVINE, California
2 advisors

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Data sourced from SEC Form ADV filings. CAPITAL BANK AND TRUST COMPANY (CRD# 170017) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.