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
- Individuals63.55%
- HNWI36.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
BTG Capital LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves individual and family clients and provides a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not set up as a capital allocator; it appears to use third-party managers rather than operating its own pooled investment vehicle.
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
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