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CAPITAL BANK AND TRUST COMPANY
CRD 170017 · SEC 801-79234
6455 IRVINE CENTER DRIVE, IRVINE, CA, 92618-4518, United States
Phone
(949) 975-5000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$139.29B
Discretionary AUM
$139.29B
Team
121 total employees; 0 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Other (specify)
Filing date
2026-05-29
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 501 | $3.37B |
| Pooled investment vehicles | 61 | $135.35B |
| Charitable organizations | 14 | $571.5M |
| State/municipal entities | 1 | $0 |
| Insurance companies | 1 | $0 |
| Corporations/business entities | 1 | $0 |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.youtube.com/c/CapitalGroupVideos
- https://www.capitalgroup.com
- https://www.facebook.com/CapitalGroup
- https://www.instagram.com/thecapitalideas/
- https://www.youtube.com/lifeatcapitalgroup
- https://www.linkedin.com/company/capital-group
- https://www.instagram.com/capitalgroup/
- https://x.com/CapitalGroup
- https://www.threads.net/@capitalgroup
- https://open.spotify.com/show/5JOXwp15t5vFIu2OAxkahr
- https://podcasts.apple.com/us/podcast/capital-ideas-investing-podcast/id1206119204
Official SEC filing: View on IAPD