Capital Bank and Trust Company

Capital Bank and Trust Company, legally recognized as CAPITAL BANK AND TRUST COMPANY, is a California-based firm with 299 employees, including 49 in advisory roles. Although the number of clients served is unknown, the firm is registered with the SEC and has an Approved status since February 26, 2014.

• CARMELO SPINELLA

  DIRECTOR owns less than 5%

• DENNIS PATRICK ROY CODON

  DIRECTOR owns less than 5%

• DOUGLAS ALLEN PAUL

  DIRECTOR owns less than 5%

• JANE MARIE SCOFIELD

  CHIEF COMPLIANCE OFFICER owns less than 5%

• KEVIN THOMAS BURKE

  DIRECTOR owns less than 5%

• KRISTINE MIE NISHIYAMA

  DIRECTOR, CHAIRMAN, SENIOR VICE PRESIDENT AND GENERAL COUNSEL owns less than 5%

• LAURA DOCLAR MULLER

  DIRECTOR AND PRESIDENT owns less than 5%

• SUSI MICHELE SILVERMAN

  CONTROLLER owns less than 5%

• THE CAPITAL GROUP COMPANIES, INC.

  STOCKHOLDER owns 75% or more

• INTERNATIONAL FUND SERVICES (N.A.), L.L.C
  United States

• PRICEWATERHOUSECOOPERS LLP
  United States

• STATE STREET BANK AND TRUST COMPANY
  United States

• FAMILY WMS, LLC
  United States

• OMNI Partners US LLC
• Advanced Financial Strategies Inc
• Squar Milner Financial Services LLC
• Tripacific Capital Advisors LLC
• Newport Wealth Strategies Inc
• Sageview Advisory Group LLC
• Sageview Private Client Group LLC
• Rimrock Capital Management LLC
• Moler Capital Management LLC
• Waveland Resources LLC

• The Shifting Tides of Capital Bank & Trust Co Holdings: A Look at Q2 2022 vs. Q3 2022

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