BTC Capital Management
Firm details
- Headquarters
- Des Moines, Iowa
- CRD number
- 127158
- Registered since
- July 1, 2003
- Website
- www.btccapitalmgmt.com
- Custodians
- BANKERS TRUST COMPANY, THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Banking / Thrift Institutions79.84%
- Charitable Organizations6.37%
- Corporations / Businesses4.84%
- Pension & Profit Sharing Plans3.82%
- State / Municipal Government2.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
BTC Capital Management is a privately held corporation that has been registered with the SEC since 2003 and operates as a capital allocator for institutional clients. The firm charges a mix of percentage-of-AUM and fixed fees and provides a range of advisory services that span portfolio management for individuals, small businesses, pooled investment vehicles, and institutional clients. Its advisory scope also includes selection of other advisers, pension-related consulting services, and the production of periodicals or newsletters. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser in the snapshot data. Industry affiliations list connections with banking or trust institutions, which aligns with the custodial relationships reported for significant portions of its assets.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- US Government Bonds13%
- State & Local Bonds7%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents5%
Owners & executives
3 of 6
Kevin Chorniak
Senior Managing Director and Chief Operating OfficerCRD 7348632
Scott Eltjes
Chief Executive Officer and PresidentCRD 2258653
Jon Augustine
Chief Investment OfficerCRD 4370549
Contacts
3 of 8
Jeffrey Birdsley
Senior Managing DirectorCRD 5755110
Brian Rolland
Senior Managing DirectorCRD 6977374
David Jackson
Senior Managing DirectorCRD 2756629
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$499M in ETFs
100%
$498M
0%
$998K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $72.2M | 984,185 | 14.47% |
Location
Des Moines, IA
Polk
Location
Des Moines, IA
Headquartered in Des Moines, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- Polk
- Address
- 453 7th St
- Time zone
- CT (UTC-6)
- Office locations
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