BTG Capital

RIASEC Registered
Total AUM
$800K
Discretionary
$800K
100% of AUM
Avg account
$267K
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
286476
Fee structure
Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Contacts

1 of 1
  • Brett Glassman

    Brett Glassman

    PresidentCRD 4360475

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth