Bts Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Lincoln, MA. Its latest Form ADV filing, dated March 31, 2026, reports $145M in regulatory assets under management, 13 employees, and 448 accounts.
Assets Under Management
$145M
Employees
13
Offices
--
Total Clients
448
Primary office
LINCOLN, MA
55 OLD BEDFORD ROAD, SUITE 203, LINCOLN, MA, United States
Top client segmentIndividuals represent 98.4% of total clients.
Top client categories% of clientsClients
1
Individuals
98.4%
441
2
Investment Cos.
0.7%
3
3
HNWI
0.4%
2
4
Pension Plans
0.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$145Mas of March 31, 2026
Discretionary100.0%
$145M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$145M
Total Accounts448
10Y AUM Change$-1.3B (-90.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee34:1
10Y Employee Change-31 (-70.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.