Unclaimed Profile

Jon Kent Augustine

BTC CAPITAL MANAGEMENT, INC.·DES MOINES, Iowa

Clean record27 years registeredBTC CAPITAL MANAGEMENT, INC.

453 7TH STREET, DES MOINES, IA 50309-3702CRD# 4370549Firm CRD# 127158

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jon Kent Augustine · DES MOINES, IA

Registration

CRD #4370549 · BTC CAPITAL MANAGEMENT, INC. · 27 years registered

Brand Profile

Not yet started

Career History

BTC CAPITAL MANAGEMENT

Dec 2009 – present

WB CAPITAL MANAGEMENT INC.

Dec 2006 – Oct 2009

WEST DES MOINES, IA

VMF CAPITAL

Nov 2003 – Dec 2006

CLIVE, IA

VMF CAPITAL LLC

May 1999 – Dec 2003

CLIVE, IA

Registrations & Exams

Registration record

First registered · May 26, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BTC CAPITAL MANAGEMENT, INC.

CRD 127158 · SEC 801-62140

AUM

$3.8B

Regulatory assets under management

Employees

2,543 client accounts

Services offered by BTC CAPITAL MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at BTC CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jon Kent Augustine offer?

Jon Kent Augustine specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DES MOINES, Iowa for a consultation.

What are Jon Kent Augustine's credentials?

Jon Kent Augustine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jon Kent Augustine located?

Jon Kent Augustine is based in DES MOINES, Iowa, working with BTC CAPITAL MANAGEMENT, INC.. Their office serves clients in the DES MOINES metropolitan area and surrounding communities.

How does Jon Kent Augustine charge for services?

Jon Kent Augustine's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BTC CAPITAL MANAGEMENT, INC.?

BTC CAPITAL MANAGEMENT, INC. has approximately 18 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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