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BTC CAPITAL MANAGEMENT
BTC CAPITAL MANAGEMENT, INC.
CRD 127158 · SEC 801-62140
453 7TH STREET, DES MOINES, IA, 50309-3702, United States
Phone
515-245-5638
Fax
515-247-2054
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.60B
Discretionary AUM
$3.21B
Team
17 total employees; 9 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Banking/thrift institutions | 18 | $3.67B |
| Pooled investment vehicles | 3 | $63.1M |
| Charitable organizations | 34 | $292.9M |
| Insurance companies | 4 | $78.6M |
| Corporations/business entities | 21 | $222.4M |
States served
AZ, IA, NE, TX, SD
All web addresses on file
Official SEC filing: View on IAPD