Capital Bank and Trust Company

Fee-Only (% of Portfolio)

Capital Bank and Trust Company is a federal savings bank and registered investment advisor that operates as a wholly-owned subsidiary of The Capital Group Companies, Inc. The firm primarily provides directed trustee services, custodial services, and investment management to institutional clients, employer-sponsored retirement plans, and pooled investment vehicles such as collective investment trusts and common trust funds. Capital Bank and Trust Company does not provide retail banking services, brokerage, or direct individual wealth management services. Its investment approach relies on rigorous fundamental research, a long-term perspective, and the multi-manager Capital System. The firm offers a wide range of equity, fixed-income, balanced, and target-date investment strategies tailored to the objectives of institutional clients and participating retirement plans.

Assets Under Management$250B
Clients588
AdvisorsN/A
Avg. per Client$430M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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