Btc Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Des Moines, IA. Its latest Form ADV filing, dated March 23, 2026, reports $4.6B in regulatory assets under management, 17 employees, 2 offices, and 2,199 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentCharitable represent 42.5% of total clients.
Top client categories% of clientsClients
1
Charitable
42.5%
34
2
Corporations
26.3%
21
3
Banks
22.5%
18
4
Insurance Cos.
5.0%
4
5
Pooled Investment Vehicles
3.8%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.6Bas of March 23, 2026
Discretionary69.8%
$3.2B
70% of total RAUM69.8%
Non-discretionary30.2%
$1.4B
30% of total RAUM30.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.6B
Total Accounts2,199
10Y AUM Change+$1.3B (+39.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee5:1
10Y Employee Change+1 (+6.3%)
* 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.