Capital Bank and Trust Company

Overview

Capital Bank and Trust Company is an SEC registered investment adviser based in Irvine, CA, registered since 2014. It reports $139B in assets under management across 579 accounts, with 121 employees.

Reported AUM

$139B

Discretionary

100%

Accounts

579

Average account

$241M

Employees

121

Registered since

2014

Jurisdictions

51

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Insurance Companies
• Pooled Investment Vehicles

Fee structure

Percentage of Assets

Executive officers 3 of 8

• Kevin Michael Saks Director, President CRD 5503869
• Kristine Mie Nishiyama Director, Chairman, Senior Vice President CRD 2506668
• Matthew Edwin Knihtila Chief Compliance Officer CRD 4903485

5 more executive officers, with direct contact details

Location

Headquarters

6455 Irvine Center Dr
Irvine, CA 92618

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 51 jurisdictions
• Website: capitalgroup.com

Every state, with registration dates

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