BTG Capital
Firm details
- Headquarters
- ,
- CRD number
- 286476
- Fee structure
- Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
BTG Capital is a small, single-owner advisory corporation that focuses on portfolio management for individuals and small businesses. With a tiny asset base and only discretionary mandates reported, the firm appears to position itself as a hands-on manager rather than a broad, multi-state advisor. Its stated fee structure includes performance-based fees, which suggests the firm targets clients willing to align compensation with investment outcomes. Investment activity is modest and conservative in character: reported assets are concentrated in cash and cash equivalents, indicating either a defensive stance, transitional capital prior to deployment, or a business still building out client relationships and investment programs. The firm is not an active ESG investor and does not report multi-state advisory activity, which implies a narrow geographic and service footprint.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Cash & Cash Equivalents100%
Contacts
1 of 1
Brett Glassman
PresidentCRD 4360475
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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