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CAPITAL BANK AND TRUST COMPANY
CAPITAL BANK AND TRUST COMPANY
IRVINE, California
·
15 registered advisors
·
CRD# 170017
SEC# 801-79234
0
(949) 975-5000
01
Firm Overview
AUM
$75.9B
Regulatory assets under management
Employees
151
Total firm employees
Advisors
15
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at CAPITAL BANK AND TRUST COMPANY
15 registered advisors
Carmelo Spinella
IRVINE, California
CRD# 5561286
Denise Marilyn Cassin
IRVINE, California
CRD# 1199211
Dennis Patrick Roy Codon
IRVINE, California
CRD# 6562975
Douglas Allen Paul
IRVINE, California
CRD# 1914796
Herbert Yungtai Poon
IRVINE, California
CRD# 2528144
James Roth Zukor
IRVINE, California
CRD# 477335
Jane Marie Scofield
IRVINE, California
CRD# 5223823
Janet Wesley Lamkin
IRVINE, California
CRD# 6503283
Kevin Michael Saks
IRVINE, California
CRD# 5503869
Kevin Thomas Burke
IRVINE, California
CRD# 1347663
Kristine Mie Nishiyama
IRVINE, California
CRD# 2506668
Laura Doclar Muller
IRVINE, California
CRD# 2688118
Lloyd George Edwards
IRVINE, California
CRD# 2432033
Michelle C. Kerrick
IRVINE, California
CRD# 7886902
Susi Michele Silverman
IRVINE, California
CRD# 5336044
05
Office Locations
IRVINE, California
15 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
.