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Btc Capital Management, Inc.

● SEC registered since 2003CRD 127158SEC# 801-62140Des Moines, IA
Export (members)
Reg. AUM
$4.6B
Employees
17
Accounts
2,199
Location
Des Moines, IA

Btc Capital Management, Inc. assets under management

Btc Capital Management, Inc. operates as an SEC-registered investment adviser based in Des Moines, IA. The firm has been registered since 2003. It reports $4.6 billion in regulatory assets under management and employs 17 people.

Btc Capital Management, Inc. owners & executives

10 reported
NameTitleOwnershipSince
Brett Marvin Hartema ControlSecretary / TreasurerUnder 5%2025
Btc Financial Corporation ControlShareholderOver 75%2003
Clinton Lee Hansen ControlChief Financial OfficerUnder 5%2026
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Frequently asked questions

How much does Btc Capital Management, Inc. manage?

Btc Capital Management, Inc. reports $4.6 billion in regulatory assets under management on its Form ADV.

How many employees does Btc Capital Management, Inc. have?

Btc Capital Management, Inc. reports 17 employees.

Where is Btc Capital Management, Inc. located?

Btc Capital Management, Inc. is based in Des Moines, IA and has been SEC-registered since 2003.

Does Btc Capital Management, Inc. disclose fund performance?

Btc Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address453 7th Street, Des Moines, IA 50309-3702
Phone515-245-5638
Fax515-247-2054
Office hours8-5
SEC regionChicago Regional Office (CHRO)
CIK1611848
Discloses disciplinary historyNo

Regulatory AUM

$4.6B▲ 10%
Mar '25 — $4.19BApr '25 — $4.19BMay '25 — $4.19BJun '25 — $4.19BJul '25 — $4.19BAug '25 — $4.19BSep '25 — $4.19BOct '25 — $4.19BNov '25 — $4.19BDec '25 — $4.19BJan '26 — $4.19BFeb '26 — $4.19BMar '26 — $4.6BApr '26 — $4.6BMay '26 — $4.6BJun '26 — $4.6B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers

Assets under management

$4.6Bregulatory AUM
Discretionary $3.21BNon-discretionary $1.39B