CharterBench

Capital Bank and Trust Company

BankOCCIrvine, CA·Est. 2000·www.americanfunds.com·FDIC #35164Compare ⇄
Total assets
$266.1M
+38.3% YoY
Deposits
$500K
0.0% YoY
Loans
$0
Offices
2
ROA (annualized)
81.14%
peers 1.24%
ROE (annualized)
114.52%
peers 11.87%

Peer comparison 1,900 banks with 100M-500M in assets

MetricThis bankPeer medianΔ
Asset growth (YoY)+38.3%+4.4%+34.0 pts
Deposit growth (YoY)0.0%+4.0%-4.0 pts
Loan growth (YoY)+5.6%
ROA81.14%1.24%+79.9 pts
ROE114.5%11.9%+102.7 pts

ROA ranks in the 100th percentile of its peer group · Q2 2026

Profile

Established
2000
Charter
OCC
Primary regulator
OCC
Specialization
Other Specialized Under 1 Billion
Address
6455 Irvine Center Dr, Irvine, CA, 92618
County
Orange
Metro area
Los Angeles-Long Beach-Anaheim, CA
Offices
2
FDIC cert #
35164
RSSD ID
2921659
Latest call report
Q2 2026

Total assets last 8 quarters

Q3 2024 → Q2 2026

Deposits last 8 quarters

Q3 2024 → Q2 2026

Quarterly financials FDIC call report

QuarterAssetsDepositsLoansEquityNet income YTDROANIMNonperforming
Q2 2026$266.1M$500K$0$208.5M$92.5M81.14%3.53%0.00%
Q1 2026$226.4M$500K$0$159.0M$42.5M81.43%3.44%0.00%
Q4 2025$191.4M$500K$0$117.0M$130.3M70.45%3.46%0.00%
Q3 2025$223.6M$500K$0$172.9M$89.5M65.03%3.23%0.00%
Q2 2025$192.3M$500K$0$139.5M$56.4M66.31%3.30%0.00%
Q1 2025$169.6M$500K$0$110.4M$27.6M69.52%3.55%0.00%
Q4 2024$148.2M$500K$0$81.8M$87.3M52.31%3.19%0.00%
Q3 2024$194.6M$500K$0$154.2M$62.0M48.15%3.00%0.00%

Loan mix (Q2 2026): real estate $0 · commercial $0 · consumer $0 · securities $131.5M

Ratio pack Q2 2026 · peer medians from 1900 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
81.14%Q3 2024 → Q2 20261.24%
100th
Return on equity
Annualized net income ÷ equity or net worth
114.5%Q3 2024 → Q2 202611.9%
100th
Net interest margin
Interest income − interest expense, ÷ assets
3.53%Q3 2024 → Q2 20263.96%
28th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
59.1%Q3 2024 → Q2 202662.9%
39th
Non-interest income share
Fees and other income as a share of total revenue
00.0%
00.0%
Cost of funds
Annualized interest expense ÷ deposits
00.0%
00.0%
Balance sheet
RatioValueTrend (8q)Peer medianPeer percentile
Loan-to-deposit
Loans ÷ deposits (shares). Above ~90% needs funding; below ~60% needs loan demand
00.0%
00.0%
Loans-to-assets
How much of the balance sheet is lent out
00.0%
00.0%
Securities-to-assets
Investment portfolio as a share of assets
00.0%
00.0%
Cash-to-assets
On-balance-sheet liquidity
00.0%
00.0%
Capital
RatioValueTrend (8q)Peer medianPeer percentile
Capital ratio
Tier 1 capital (banks) or net worth (CUs) ÷ assets. NCUA well-capitalized line: 7%
00.0%
00.0%
Credit quality
RatioValueTrend (8q)Peer medianPeer percentile
Nonperforming / delinquency
Banks: nonperforming assets ÷ assets. CUs: 60+ day delinquent loans ÷ loans
00.0%
00.0%
Net charge-off rate
Annualized charge-offs net of recoveries ÷ loans
00.0%
00.0%
CRE concentration
Commercial real estate loans ÷ capital. Regulators flag banks above 300%
00.0%
00.0%
Franchise
RatioValueTrend (8q)Peer medianPeer percentile
Assets per office
Branch efficiency; high numbers usually mean digital-first
00.0%
00.0%
11 more ratios, with trends and peer percentiles.

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