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BTC CAPITAL MANAGEMENT, INC.
BTC CAPITAL MANAGEMENT, INC.
BTC CAPITAL MANAGEMENT
DES MOINES, Iowa
·
6 registered advisors
·
CRD# 127158
SEC# 801-62140
2
515-245-5638
01
Firm Overview
AUM
$3.8B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
6
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 Management
Retirement Planning
Wealth Management
04
Advisors at BTC CAPITAL MANAGEMENT, INC.
6 registered advisors
Charles Howard Leibold
DES MOINES, Iowa
CRD# 2425739
John Randall Lepley
DES MOINES, Iowa
CRD# 1109828
Jon Kent Augustine
DES MOINES, Iowa
CRD# 4370549
Mark Paul Mandziara
DES MOINES, Iowa
CRD# 4665697
Robert Paul Larsen
DES MOINES, Iowa
CRD# 7254847
Scott Dean Eltjes
DES MOINES, Iowa
CRD# 2258653
05
Office Locations
DES MOINES, Iowa
6 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
.