Btc Capital Management, Inc. is a large advisory firm based in Des Moines. It manages $3.24 billion of regulatory assets for 2,383 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Arizona, Iowa, and South Dakota.
Btc Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Btc Capital Management, Inc. is $3.24 billion. The firm's AUM has grown by 512% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Btc Capital Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, charitable organizations, pooled investment vehicles, banking or thrift institutions, and corporations or other businesses. The largest group of clients of Btc Capital Management is banking or thrift institutions with 13 clients and $1.78 billion of assets under management. Among the 10 most similar advisory firms, Btc Capital Management has the highest percentage of banking or thrift institutions out of all clients.
The amount of regulatory assets under management is $2.96 billion for 68 clients. None of the firm’s clients are foreign persons or businesses.
Btc Capital Management doesn't advise any private funds.
The company employs 17 people that are either part- or full-time employees. 76 percent of the employees work as investment advisers or researchers. 12 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jon Kent Augustine has served as the Chief Investment Officer since 1 Nov 2009. Donald James Coffin joined the executive team most recently as the Chairman, Director.
The principal office where Btc Capital Management, Inc. performs its advisory services is located at 453 7 Th Street, Des Moines, IA 50309 3702, which is also the mailing address of the firm. An additional office of the firm is in Cedar Rapids, IA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 515-245-2416 or by fax 515-247-2054. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at btccapitalmgmt.com.