Capital Bank and Trust Company
Assets Under Management
$75.9B
Number of Clients
536
Number of Advisors
N/A
Average Client AUM
$141.5M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Capital Bank and Trust Company (CB&T) offers directed trustee services, custodial services, and investment management to institutional clients. CB&T's investment approach is based on fundamental research and a system of multiple portfolio managers. CB&T does not provide retail banking services.
Fee Structure
Financial Planning:Investment management only
Fees and expenses for Commingled Funds, including fees paid to CB&T and its affiliates, as well as brokerage and transaction costs, are described in each fund’s governing documents and client agreements.
Areas of Practice
Investment Management
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Location
6455 Irvine Center Drive, Irvine, CA, 92618-4518
0 Advisors at this firm
No advisors found for this firm.