Cause IQ vendor profile

Capital Bank and Trust Company


Capital Bank and Trust Company is a firm that provides investment management, administrative support, fiduciary trustee, third party administration, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in California and Ohio (although they are present in other states as well).

Most Capital Bank and Trust Company clients are inpatient nursing, hospice, and rehabilitative care facilities, residential intellectual and developmental disability facilities, vocational rehabilitation services, elementary and secondary schools, assisted living and continuing care retirement communities, individual and family services, and civic and social organizations with revenues ranging from $10 million to $227 million.

Primary location:
Indianapolis, IN
Clients in:
IN, CA
Identified clients:
11
Avg client size:
$359 mil revenue
Median client size:
$19 mil revenue

Capital Bank and Trust Company client list

  Name Type Location
1 National Rural Electric Cooperative Association (NRECA) 501(c)(6) Arlington, VA
2 American Lung Association of The upper Midwest 501(c)(3) Brookfield, WI
3 Covia Communities (ESC) 501(c)(3) Glendale, CA
4 Valley Community Counseling Service (VCCS) 501(c)(3) Stockton, CA
5 Fahrney Keedy Home and Village 501(c)(3) Boonsboro, MD
6 GentleBrook 501(c)(3) Hartville, OH
7 DaVinci Academy of Science and the Arts 501(c)(3) Ogden, UT
8 Youngstown Area Goodwill Industries 501(c)(3) Youngstown, OH
9 Clarview Rest Home 501(c)(3) Sligo, PA
10 Goodwill Industries of the Pioneer Valley 501(c)(3) Springfield, MA
... and 1 more Capital Bank and Trust Company not-for-profit tax-exempt clients identified by Cause IQ

Capital Bank and Trust Company competitors

Competitors to Capital Bank and Trust Company in the nonprofit sector include U.s. Bank National Association, Capital Group Retirement Plan Services, Principal, Paychex, Inc., Benefit Plans Admin Services, Inc., Oneamerica Retirement Services LLC, Massachusetts Mutual Life Ins Company, TD Ameritrade, Well and Good LLC, and The Standard.

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