BTG Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 337715
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI50.28%
- Individuals49.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
BTG Capital LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm works primarily with individual and family clients, offering a mix of fee arrangements including percentage-of-AUM billing, hourly charges, and fixed fees. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not position itself as an ESG-focused investor and is not identified as a multi-state advisor.
Assets & Accounts
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
- Cash & Cash Equivalents72%
- Public Funds/Mutual Funds25%
- Exchange Traded Equities3%
Owners & executives
1 of 1
Brent Gomer
Chief Compliance OfficerCRD 6963022
Contacts
1 of 1
Troy Gomer
Co-OwnerCRD 7737219
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations