RIA Intel›Advisers›Missouri›BTC FINANCIAL MANAGEMENT CO.

BTC FINANCIAL MANAGEMENT CO.

Advisory

BETHANY, MO

Data as of Mar 4, 2026 · Source: SEC Form ADV

Average account
$136K
across 291 accounts
AUM per adviser
$7M
6 advisers

Source: SEC Form ADV. Figures as filed Mar 4, 2026.

Total AUM
$40M
Discretionary %
100%
Clients
208
Employees
6

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$40M
Discretionary AUM$40M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients208
Team
Total Employees6
Investment Advisers6
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIA, MO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

FREEDOM FINANCIAL ADVISORS, LLC
$40M
MILITELLO WEALTH MANAGEMENT, L.L.C.
CLAYTON, MO
$39M
-6.4% 1Y
WEATHERFIELD CAPITAL RESOURCES
ST. LOUIS, MO
$40M
+12.4% 1Y
DATATEX INVESTMENT SERVICES INC
CLAYTON, MO
$39M
0.0% 1Y
HEISNER FINANCIAL, LLC
ST.LOUIS, MO
$40M
W. SWARTZ & CO., LLC
$39M

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