Capital Bank and Trust Company

Overview

Capital Bank and Trust Company is an institutional RIA operating within a bank and trust company structure. It is SEC-registered (registration year 2014) and is owned by an individual. The firm provides trust and custody services alongside advisory roles that include portfolio management for pooled investment vehicles and for businesses or institutional clients. It also performs CPO/CTA activities and is affiliated with broker-dealers, insurance companies and sponsor/GP roles for pooled vehicles. Clients include both high-net-worth individuals and families as well as institutional investors; the primary fee model is a percentage of AUM. The firm identifies as an active ESG investor and maintains at least one related adviser entity.

Assets & Accounts

Public Holdings

Investments & Alternatives