CAPITAL BANK AND TRUST COMPANY
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $139.29B |
| Discretionary | $139.29B100% of AUM |
| Client Accounts | 579 |
| Avg Account Size | $240.6M |
| Employees | 121 |
| Peak AUM | $139.29BSep 2025 |
| AUM CAGR | +22.1% /yrover 12 yrs · 42 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $139.3B | +83.6% | +53.8% | +30.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $139.29B |
| Discretionary | $139.29B |
| Employees | 121 |
| Client Accounts | 579 |
Contact & Location
Address
6455 IRVINE CENTER DRIVE
IRVINE CA 92618-4518
Phone
(949) 975-5000
Filing History
42 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$139.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Pension Plans
Corporations
Government
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Insurance Company
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension ConsultantLaw Firm