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Kevin Saks

Director and President at Capital Bank and Trust

Officer record from the firm’s Form ADVForm ADV filed 25 September 2026

Kevin Saks is Director and President of Capital Bank and Trust Company, a Irvine investment adviser.

Role at Capital Bank and Trust

Title on Schedule A
Director and President
Control
Kevin Saks is a control person of Capital Bank and Trust.
Ownership
An individual ownership band is not available in the source record.
Tenure
Kevin Saks has held the filed role since February 2023.

The firm

Capital Bank and Trust Company
Irvine, CA

Form ADV filed 25 September 2026

$251B AUM588 clients0 advisers1 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Kevin Saks is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Kevin Saks
CRD
5503869
Firm
Capital Bank and Trust Company
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Kevin Saks work?

Kevin Saks has been Director and President of Capital Bank and Trust Company since February 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 25 September 2026

Leadership at Capital Bank and Trust

Sources

  1. IAPD individual lookup, CRD 5503869. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Capital Bank and Trust Company, filed 25 September 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Kevin Saks or Capital Bank and Trust Company and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.