RIA Intel›Advisers›Iowa›BTC CAPITAL MANAGEMENT, INC.

BTC CAPITAL MANAGEMENT, INC.

Advisory

N·DES MOINES, IA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM

$4.6B

1-Year AUM Growth

+6.0%

3-Year CAGR

-0.9%

Employees

9

Assets Under Management

Total AUM$4.6B

Discretionary AUM$3.2B

Non-Discretionary AUM$1.4B

Discretionary %69.8%

Total Clients80

Team

Total Employees9

Investment Advisers17

Employee Growth (1Y)-23.1%

Filing History

Total Filings on Record49

First FilingOct 30, 2003

Latest FilingMar 23, 2026

🔒 Full AUM trend chart and 49 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BTC CAPITAL MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.