BTC CAPITAL MANAGEMENT, INC.

BTC CAPITAL MANAGEMENT
DES MOINES, Iowa·11 registered advisors·CRD# 127158
SEC# 801-621402515-245-5638
01

Firm Overview

AUM
$3.8B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at BTC CAPITAL MANAGEMENT, INC.

11 registered advisors
Charles Howard Leibold
DES MOINES, Iowa
Donald James Coffin
DES MOINES, Iowa
John Randall Lepley
DES MOINES, Iowa
Jon Kent Augustine
DES MOINES, Iowa
Kermit John Albertson
DES MOINES, Iowa
Kevin Lee Chorniak
DES MOINES, Iowa
Mark Paul Mandziara
DES MOINES, Iowa
Ricky Lee Mumm
DES MOINES, Iowa
Robert Paul Larsen
DES MOINES, Iowa
Scott Dean Eltjes
DES MOINES, Iowa
Suku Nmn Radia
DES MOINES, Iowa
05

Office Locations

DES MOINES, Iowa
11 advisors

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Data sourced from SEC Form ADV filings. BTC CAPITAL MANAGEMENT, INC. (CRD# 127158) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.